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 | $10,089 | $74,927-86.5% | $101,794-90.1% | $84,808-88.1% |
| Participation rate | 84.6% | 61.4%+23.2pp | 69.2%+15.4pp | 68.3%+16.3pp |
| Annual return | 59.49% | 18.70%+40.8pp | 30.53%+29.0pp | 40.90%+18.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,310 | $3,099+6.8% | $4,084-19.0% | $4,212-21.4% |
| Admin fee / account holder | $1,115 | $6,514-82.9% | $8,777-87.3% | $7,344-84.8% |