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 | $15,510 | $183,963-91.6% | $162,163-90.4% | $152,861-89.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 7400.00% | 150.76%+7249.2pp | 115.59%+7284.4pp | 345.32%+7054.7pp |
| Employer contribution / active EE | $9,183 | $6,371+44.1% | $5,614+63.6% | $4,762+92.8% |
| Participant deferral / active EE | $21,650 | $8,034+169.5% | $7,298+196.7% | $5,850+270.1% |
| Admin fee / account holder | $16,006 | $13,121+22.0% | $10,843+47.6% | $11,596+38.0% |