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 | $14,643 | $88,672-83.5% | $105,223-86.1% | $82,448-82.2% |
| Participation rate | 83.0% | 67.9%+15.1pp | 75.0%+7.9pp | 68.1%+14.9pp |
| Annual return | 18.36% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,126 | $4,036-22.5% | $5,072-38.4% | $4,139-24.5% |
| Admin fee / account holder | $509 | $7,146-92.9% | $8,859-94.3% | $7,234-93.0% |