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 | $12,456 | $154,228-91.9% | $145,433-91.4% | $137,256-90.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 43.88% | 74.59%-30.7pp | 66.58%-22.7pp | 220.34%-176.5pp |
| Employer contribution / active EE | $3,200 | $4,804-33.4% | $4,554-29.7% | $4,156-23.0% |
| Participant deferral / active EE | $3,498 | $8,216-57.4% | $7,897-55.7% | $6,407-45.4% |
| Admin fee / account holder | $69,921 | $14,344+387.5% | $13,129+432.6% | $12,270+469.8% |