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 4-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 | $13,910 | $109,881-87.3% | $150,045-90.7% | $84,808-83.6% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 20.45% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,834 | $3,561-20.4% | $4,693-39.6% | $2,631+7.7% |
| Participant deferral / active EE | $5,399 | $6,636-18.6% | $7,997-32.5% | $4,212+28.2% |
| Admin fee / account holder | $504 | $8,568-94.1% | $13,435-96.2% | $7,344-93.1% |