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 7-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 | $20,207 | $78,520-74.3% | $96,576-79.1% | $82,448-75.5% |
| Participation rate | 93.8% | 77.7%+16.0pp | 81.4%+12.3pp | 68.1%+25.7pp |
| Annual return | 20.68% | 41.30%-20.6pp | 38.47%-17.8pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,045 | $2,630-22.2% | $3,553-42.4% | $2,551-19.8% |
| Participant deferral / active EE | $6,829 | $6,754+1.1% | $7,956-14.2% | $4,139+65.0% |
| Admin fee / account holder | $700 | $13,455-94.8% | $11,381-93.8% | $7,234-90.3% |