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 | $16,850 | $157,256-89.3% | $141,162-88.1% | $152,861-89.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.89% | 64.32%-33.4pp | 71.39%-40.5pp | 345.32%-314.4pp |
| Employer contribution / active EE | $2,880 | $5,261-45.3% | $4,735-39.2% | $4,762-39.5% |
| Participant deferral / active EE | $9,106 | $7,109+28.1% | $6,709+35.7% | $5,850+55.7% |
| Admin fee / account holder | $937 | $12,120-92.3% | $10,261-90.9% | $11,596-91.9% |