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 | $21,180 | $80,724-73.8% | $103,333-79.5% | $74,495-71.6% |
| Participation rate | 97.1% | 65.7%+31.5pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 19.68% | 27.56%-7.9pp | 24.88%-5.2pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $2,314 | $3,157-26.7% | $3,868-40.2% | $2,623-11.8% |
| Participant deferral / active EE | $4,738 | $3,860+22.7% | $5,057-6.3% | $4,346+9.0% |
| Admin fee / account holder | $723 | $2,368-69.5% | $8,355-91.3% | $1,942-62.8% |