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 | $21,243 | $94,031-77.4% | $115,768-81.6% | $82,448-74.2% |
| Participation rate | 94.3% | 70.4%+23.9pp | 74.4%+19.9pp | 68.1%+26.3pp |
| Annual return | 22.05% | 20.61%+1.4pp | 100.46%-78.4pp | 41.64%-19.6pp |
| Employer contribution / active EE | $6,242 | $2,323+168.7% | $2,940+112.3% | $2,551+144.7% |
| Participant deferral / active EE | $7,186 | $3,972+80.9% | $4,917+46.2% | $4,139+73.6% |
| Admin fee / account holder | $3,683 | $10,249-64.1% | $12,439-70.4% | $7,234-49.1% |