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 4-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 | $11,923 | $117,859-89.9% | $102,438-88.4% | $145,959-91.8% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 10.82% | 31.72%-20.9pp | 29.37%-18.6pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,603 | $3,615-55.6% | $3,024-47.0% | $4,661-65.6% |
| Participant deferral / active EE | $2,252 | $5,732-60.7% | $5,054-55.4% | $6,689-66.3% |
| Admin fee / account holder | $1,513 | $13,318-88.6% | $9,448-84.0% | $13,398-88.7% |