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 4-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 | $19,042 | $95,803-80.1% | $113,168-83.2% | $84,808-77.5% |
| Participation rate | 90.2% | 72.9%+17.3pp | 76.6%+13.6pp | 68.3%+21.9pp |
| Annual return | 28.88% | 25.00%+3.9pp | 24.27%+4.6pp | 40.90%-12.0pp |
| Employer contribution / active EE | $3,674 | $2,360+55.7% | $2,975+23.5% | $2,631+39.7% |
| Participant deferral / active EE | $5,453 | $4,242+28.5% | $5,107+6.8% | $4,212+29.5% |
| Admin fee / account holder | $1,684 | $8,989-81.3% | $12,068-86.0% | $7,344-77.1% |