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 | $16,033 | $109,413-85.3% | $156,263-89.7% | $84,808-81.1% |
| Participation rate | 88.5% | 72.7%+15.8pp | 78.9%+9.6pp | 68.3%+20.2pp |
| Annual return | 16.54% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,263 | $2,907-56.6% | $4,333-70.9% | $2,631-52.0% |
| Participant deferral / active EE | $2,927 | $4,590-36.2% | $6,158-52.5% | $4,212-30.5% |
| Admin fee / account holder | $810 | $9,357-91.3% | $14,255-94.3% | $7,344-89.0% |