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 5-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 | $12,310 | $202,432-93.9% | $169,368-92.7% | $139,434-91.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 25.53% | 531.74%-506.2pp | 405.60%-380.1pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,342 | $4,692-71.4% | $4,013-66.6% | $4,751-71.8% |
| Participant deferral / active EE | $2,794 | $6,938-59.7% | $6,221-55.1% | $6,710-58.4% |
| Admin fee / account holder | $432 | $10,708-96.0% | $9,003-95.2% | $11,403-96.2% |