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 | $12,335 | $73,787-83.3% | $98,716-87.5% | $82,448-85.0% |
| Participation rate | 82.2% | 61.4%+20.8pp | 69.3%+12.9pp | 68.1%+14.2pp |
| Annual return | 19.81% | 18.57%+1.2pp | 31.81%-12.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $879 | $1,511-41.8% | $2,279-61.4% | $2,551-65.5% |
| Participant deferral / active EE | $4,226 | $3,081+37.1% | $4,048+4.4% | $4,139+2.1% |
| Admin fee / account holder | $1,240 | $6,500-80.9% | $8,703-85.8% | $7,234-82.9% |