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 5-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 | $12,172 | $95,803-87.3% | $113,168-89.2% | $84,808-85.6% |
| Participation rate | 93.4% | 72.9%+20.6pp | 76.6%+16.9pp | 68.3%+25.1pp |
| Annual return | 23.50% | 25.00%-1.5pp | 24.27%-0.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,263 | $2,360-46.5% | $2,975-57.6% | $2,631-52.0% |
| Participant deferral / active EE | $2,477 | $4,242-41.6% | $5,107-51.5% | $4,212-41.2% |
| Admin fee / account holder | $748 | $8,989-91.7% | $12,068-93.8% | $7,344-89.8% |