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 | $14,067 | $84,233-83.3% | $170,442-91.7% | $70,131-79.9% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 15.21% | 23.06%-7.9pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,338 | $3,387-60.5% | $5,433-75.4% | $2,342-42.9% |
| Participant deferral / active EE | $1,400 | $3,086-54.6% | $4,939-71.7% | $3,332-58.0% |
| Admin fee / account holder | $1,125 | $5,698-80.3% | $13,880-91.9% | $4,645-75.8% |