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 | $15,884 | $56,110-71.7% | $94,993-83.3% | $70,131-77.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 19.78% | 51.02%-31.2pp | 27.12%-7.3pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,685 | $1,442+86.2% | $2,603+3.1% | $2,342+14.6% |
| Participant deferral / active EE | $1,281 | $2,391-46.4% | $3,317-61.4% | $3,332-61.6% |
| Admin fee / account holder | $960 | $3,456-72.2% | $4,960-80.6% | $4,645-79.3% |