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 6-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 | $16,645 | $812,020-98.0% | $689,286-97.6% | $350,135-95.2% |
| Participation rate | 93.3% | 74.9%+18.4pp | 74.3%+19.0pp | 79.0%+14.4pp |
| Annual return | 16.38% | 12.53%+3.8pp | 12.52%+3.9pp | 11.86%+4.5pp |
| Employer contribution / active EE | $1,578 | $18,679-91.6% | $16,865-90.6% | $12,925-87.8% |
| Participant deferral / active EE | $2,940 | $1,219+141.2% | $1,207+143.5% | $4,976-40.9% |
| Admin fee / account holder | $1,449 | $14,679-90.1% | $12,748-88.6% | $23,717-93.9% |