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 | $18,961 | $215,361-91.2% | $171,082-88.9% | $273,961-93.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 14.05% | 25.14%-11.1pp | 32.56%-18.5pp | 41.45%-27.4pp |
| Employer contribution / active EE | $5,126 | $4,967+3.2% | $4,002+28.1% | $4,869+5.3% |
| Participant deferral / active EE | $2,007 | $5,543-63.8% | $4,797-58.2% | $5,287-62.0% |
| Admin fee / account holder | $1,505 | $10,846-86.1% | $8,520-82.3% | $10,132-85.2% |