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 | $14,630 | $79,944-81.7% | $98,439-85.1% | $75,163-80.5% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | 26.30% | 19.75%+6.5pp | 21.16%+5.1pp | 160.62%-134.3pp |
| Employer contribution / active EE | $1,474 | $2,264-34.9% | $3,048-51.6% | $2,670-44.8% |
| Participant deferral / active EE | $9,762 | $3,752+160.2% | $4,738+106.0% | $4,125+136.6% |
| Admin fee / account holder | $1,954 | $6,840-71.4% | $8,948-78.2% | $5,651-65.4% |