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 | $18,286 | $214,378-91.5% | $200,582-90.9% | $142,382-87.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 26.93% | 46.41%-19.5pp | 42.33%-15.4pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,539 | $6,841-62.9% | $6,419-60.4% | $4,299-40.9% |
| Participant deferral / active EE | $3,601 | $9,865-63.5% | $9,331-61.4% | $6,507-44.7% |
| Admin fee / account holder | $420 | $17,692-97.6% | $16,305-97.4% | $12,624-96.7% |