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 3-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 | $16,391 | $93,571-82.5% | $135,903-87.9% | $75,163-78.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.71% | 30.90%-4.2pp | 68.23%-41.5pp | 160.62%-133.9pp |
| Employer contribution / active EE | $3,113 | $3,537-12.0% | $4,856-35.9% | $2,670+16.6% |
| Participant deferral / active EE | $4,785 | $6,404-25.3% | $7,758-38.3% | $4,125+16.0% |
| Admin fee / account holder | $1,092 | $6,975-84.3% | $10,762-89.9% | $5,651-80.7% |