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 | $19,055 | $109,413-82.6% | $156,263-87.8% | $84,808-77.5% |
| Participation rate | 82.9% | 72.7%+10.2pp | 78.9%+4.0pp | 68.3%+14.6pp |
| Annual return | 18.87% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,232 | $2,907-23.2% | $4,333-48.5% | $2,631-15.2% |
| Participant deferral / active EE | $3,308 | $4,590-27.9% | $6,158-46.3% | $4,212-21.5% |
| Admin fee / account holder | $1,556 | $9,357-83.4% | $14,255-89.1% | $7,344-78.8% |