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 | $18,265 | $76,367-76.1% | $93,606-80.5% | $72,985-75.0% |
| Participation rate | 91.7% | 71.7%+19.9pp | 75.8%+15.8pp | 69.5%+22.2pp |
| Annual return | 23.05% | 25.82%-2.8pp | 32.76%-9.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,464 | $2,275+8.3% | $2,718-9.3% | $2,440+1.0% |
| Participant deferral / active EE | $3,760 | $3,538+6.3% | $4,069-7.6% | $3,607+4.2% |
| Admin fee / account holder | $1,460 | $6,838-78.7% | $7,888-81.5% | $5,124-71.5% |