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 | $23,217 | $201,272-88.5% | $184,203-87.4% | $145,922-84.1% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 22.96% | 29.00%-6.0pp | 28.81%-5.9pp | 561.29%-538.3pp |
| Employer contribution / active EE | $2,022 | $7,022-71.2% | $6,427-68.5% | $4,660-56.6% |
| Participant deferral / active EE | $3,496 | $9,806-64.3% | $9,131-61.7% | $6,688-47.7% |
| Admin fee / account holder | $2,998 | $16,364-81.7% | $13,901-78.4% | $13,397-77.6% |