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 | $10,320 | $132,634-92.2% | $115,768-91.1% | $137,256-92.5% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 21.90% | 160.70%-138.8pp | 100.46%-78.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,170 | $3,360-35.4% | $2,940-26.2% | $4,156-47.8% |
| Participant deferral / active EE | $3,459 | $5,619-38.4% | $4,917-29.6% | $6,407-46.0% |
| Admin fee / account holder | $959 | $15,028-93.6% | $12,439-92.3% | $12,270-92.2% |