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 7-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 | $16,025 | $70,475-77.3% | $100,516-84.1% | $79,858-79.9% |
| Participation rate | 73.3% | 73.7%-0.3pp | 79.4%-6.1pp | 69.6%+3.7pp |
| Annual return | 17.01% | 21.90%-4.9pp | 30.89%-13.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,196 | $2,165+1.4% | $3,418-35.8% | $2,471-11.1% |
| Participant deferral / active EE | $2,612 | $5,181-49.6% | $6,270-58.3% | $3,740-30.2% |
| Admin fee / account holder | $939 | $4,478-79.0% | $8,081-88.4% | $5,306-82.3% |