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 | $20,194 | $67,606-70.1% | $82,313-75.5% | $70,131-71.2% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 16.28% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,233 | $1,755+27.2% | $2,428-8.1% | $2,342-4.7% |
| Participant deferral / active EE | $3,342 | $2,987+11.9% | $3,706-9.8% | $3,332+0.3% |
| Admin fee / account holder | $2,544 | $4,512-43.6% | $5,608-54.6% | $4,645-45.2% |