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 3-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 | $20,154 | $81,460-75.3% | $103,333-80.5% | $80,856-75.1% |
| Participation rate | 88.1% | 66.8%+21.2pp | 74.5%+13.6pp | 67.6%+20.5pp |
| Annual return | 15.18% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,824 | $3,105+23.1% | $3,868-1.1% | $2,755+38.8% |
| Participant deferral / active EE | $5,525 | $3,869+42.8% | $5,057+9.2% | $4,296+28.6% |
| Admin fee / account holder | $2,314 | $6,566-64.8% | $8,355-72.3% | $6,918-66.5% |