See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,448 | $84,233-87.6% | $170,442-93.9% | $70,131-85.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 36.52% | 23.06%+13.5pp | 205.93%-169.4pp | 73.14%-36.6pp |
| Employer contribution / active EE | $1,977 | $3,387-41.6% | $5,433-63.6% | $2,342-15.6% |
| Participant deferral / active EE | $2,011 | $3,086-34.8% | $4,939-59.3% | $3,332-39.7% |
| Admin fee / account holder | $1,311 | $5,698-77.0% | $13,880-90.6% | $4,645-71.8% |