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 4-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 | $15,727 | $148,534-89.4% | $135,903-88.4% | $139,434-88.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 40.62% | 79.19%-38.6pp | 68.23%-27.6pp | 372.94%-332.3pp |
| Employer contribution / active EE | $4,952 | $5,243-5.5% | $4,856+2.0% | $4,751+4.2% |
| Participant deferral / active EE | $7,845 | $8,100-3.1% | $7,758+1.1% | $6,710+16.9% |
| Admin fee / account holder | $5,279 | $12,400-57.4% | $10,762-50.9% | $11,403-53.7% |