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 4-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 | $15,241 | $132,634-88.5% | $115,768-86.8% | $137,256-88.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.47% | 160.70%-142.2pp | 100.46%-82.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,209 | $3,360-4.5% | $2,940+9.2% | $4,156-22.8% |
| Participant deferral / active EE | $4,494 | $5,619-20.0% | $4,917-8.6% | $6,407-29.8% |
| Admin fee / account holder | $444 | $15,028-97.0% | $12,439-96.4% | $12,270-96.4% |