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 | $15,864 | $72,492-78.1% | $87,100-81.8% | $72,985-78.3% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 23.80% | 24.46%-0.7pp | 28.19%-4.4pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,664 | $1,894-12.1% | $2,521-34.0% | $2,440-31.8% |
| Participant deferral / active EE | $2,181 | $3,270-33.3% | $4,049-46.1% | $3,607-39.5% |
| Admin fee / account holder | $661 | $5,055-86.9% | $7,497-91.2% | $5,124-87.1% |