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 5-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 | $14,880 | $110,257-86.5% | $96,544-84.6% | $139,434-89.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 16.42% | 26.32%-9.9pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,299 | $3,620-36.5% | $2,965-22.5% | $4,751-51.6% |
| Participant deferral / active EE | $4,037 | $5,548-27.2% | $4,851-16.8% | $6,710-39.8% |
| Admin fee / account holder | $5,665 | $11,591-51.1% | $8,252-31.4% | $11,403-50.3% |