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 | $23,632 | $152,587-84.5% | $125,175-81.1% | $152,861-84.5% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 33.55% | 54.84%-21.3pp | 43.79%-10.2pp | 345.32%-311.8pp |
| Employer contribution / active EE | $2,704 | $4,946-45.3% | $3,865-30.1% | $4,762-43.2% |
| Participant deferral / active EE | $8,698 | $5,868+48.2% | $4,937+76.2% | $5,850+48.7% |
| Admin fee / account holder | $517 | $13,434-96.2% | $9,702-94.7% | $11,596-95.5% |