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 | $9,054 | $73,787-87.7% | $98,716-90.8% | $82,448-89.0% |
| Participation rate | 91.8% | 61.4%+30.4pp | 69.3%+22.5pp | 68.1%+23.8pp |
| Annual return | 22.99% | 18.57%+4.4pp | 31.81%-8.8pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,446 | $1,511-4.3% | $2,279-36.5% | $2,551-43.3% |
| Participant deferral / active EE | $2,264 | $3,081-26.5% | $4,048-44.1% | $4,139-45.3% |
| Admin fee / account holder | $497 | $6,500-92.4% | $8,703-94.3% | $7,234-93.1% |