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 | $14,334 | $159,602-91.0% | $150,045-90.4% | $142,382-89.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 18.30% | 70.24%-51.9pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,352 | $4,961-52.6% | $4,693-49.9% | $4,299-45.3% |
| Participant deferral / active EE | $2,900 | $8,310-65.1% | $7,997-63.7% | $6,507-55.4% |
| Admin fee / account holder | $6,195 | $14,846-58.3% | $13,435-53.9% | $12,624-50.9% |