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 | $14,506 | $112,881-87.1% | $90,951-84.1% | $158,922-90.9% |
| Participation rate | 88.2% | 74.7%+13.5pp | 69.0%+19.2pp | 82.0%+6.3pp |
| Annual return | 14.33% | 215.79%-201.5pp | 134.60%-120.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $847 | $2,893-70.7% | $2,122-60.1% | $4,761-82.2% |
| Participant deferral / active EE | $3,540 | $4,128-14.2% | $3,373+4.9% | $5,982-40.8% |
| Admin fee / account holder | $2,662 | $8,041-66.9% | $5,959-55.3% | $11,246-76.3% |