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 | $21,250 | $87,870-75.8% | $113,168-81.2% | $74,304-71.4% |
| Participation rate | 86.1% | 70.7%+15.4pp | 76.6%+9.5pp | 60.3%+25.8pp |
| Annual return | 24.00% | 26.44%-2.4pp | 24.27%-0.3pp | 29.43%-5.4pp |
| Employer contribution / active EE | $1,440 | $2,277-36.8% | $2,975-51.6% | $2,241-35.8% |
| Participant deferral / active EE | $2,967 | $4,241-30.0% | $5,107-41.9% | $3,767-21.2% |
| Admin fee / account holder | $419 | $3,368-87.6% | $12,068-96.5% | $2,969-85.9% |