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 | $7,825 | $92,985-91.6% | $153,485-94.9% | $80,856-90.3% |
| Participation rate | 89.3% | 69.0%+20.3pp | 77.1%+12.2pp | 67.6%+21.6pp |
| Annual return | 18.42% | 19.95%-1.5pp | 15.65%+2.8pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,633 | $3,507-53.5% | $5,039-67.6% | $2,755-40.7% |
| Participant deferral / active EE | $2,498 | $5,178-51.8% | $6,757-63.0% | $4,296-41.8% |
| Admin fee / account holder | $488 | $8,880-94.5% | $12,724-96.2% | $6,918-92.9% |