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 | $11,677 | $58,694-80.1% | $142,863-91.8% | $85,850-86.4% |
| Participation rate | 70.0% | 58.5%+11.5pp | 71.9%-1.9pp | 69.3%+0.7pp |
| Annual return | 43.91% | 27.72%+16.2pp | 5637.54%-5593.6pp | 318.53%-274.6pp |
| Employer contribution / active EE | $532 | $1,423-62.6% | $4,144-87.2% | $2,565-79.3% |
| Participant deferral / active EE | $1,922 | $2,607-26.3% | $3,837-49.9% | $3,952-51.4% |
| Admin fee / account holder | $758 | $4,239-82.1% | $6,560-88.5% | $6,260-87.9% |