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 7-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 | $55,111 | $132,049-58.3% | $200,582-72.5% | $74,304-25.8% |
| Participation rate | 90.5% | 84.1%+6.5pp | 86.9%+3.6pp | 60.3%+30.2pp |
| Annual return | 20.11% | 22.22%-2.1pp | 42.33%-22.2pp | 29.43%-9.3pp |
| Employer contribution / active EE | $3,809 | $4,558-16.4% | $6,419-40.7% | $2,241+69.9% |
| Participant deferral / active EE | $5,712 | $7,213-20.8% | $9,331-38.8% | $3,767+51.6% |
| Admin fee / account holder | $4,922 | $2,405+104.7% | $16,305-69.8% | $2,969+65.8% |