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 6-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 | $13,247 | $109,881-87.9% | $150,045-91.2% | $84,808-84.4% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 15.53% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,599 | $3,561-27.0% | $4,693-44.6% | $2,631-1.2% |
| Participant deferral / active EE | $3,272 | $6,636-50.7% | $7,997-59.1% | $4,212-22.3% |
| Admin fee / account holder | $4,225 | $8,568-50.7% | $13,435-68.6% | $7,344-42.5% |