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 5-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 | $14,324 | $74,927-80.9% | $101,794-85.9% | $84,808-83.1% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.2%+19.3pp | 68.3%+20.2pp |
| Annual return | 19.01% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,890 | $1,522+89.9% | $2,289+26.3% | $2,631+9.8% |
| Participant deferral / active EE | $4,034 | $3,099+30.2% | $4,084-1.2% | $4,212-4.2% |
| Admin fee / account holder | $1,959 | $6,514-69.9% | $8,777-77.7% | $7,344-73.3% |