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 | $6,278 | $65,685-90.4% | $57,179-89.0% | $273,961-97.7% |
| Participation rate | 94.7% | 78.3%+16.4pp | 75.3%+19.4pp | 83.0%+11.7pp |
| Annual return | 17.24% | 21.99%-4.7pp | 14.59%+2.7pp | 41.45%-24.2pp |
| Employer contribution / active EE | $1,583 | $3,279-51.7% | $2,682-41.0% | $4,869-67.5% |
| Participant deferral / active EE | $2,850 | $3,782-24.6% | $3,096-8.0% | $5,287-46.1% |
| Admin fee / account holder | $372 | $4,835-92.3% | $3,139-88.1% | $10,132-96.3% |