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 | $20,824 | $106,749-80.5% | $145,433-85.7% | $82,448-74.7% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 25.13% | 27.59%-2.5pp | 66.58%-41.4pp | 41.64%-16.5pp |
| Employer contribution / active EE | $3,057 | $3,444-11.3% | $4,554-32.9% | $2,551+19.8% |
| Participant deferral / active EE | $7,686 | $6,519+17.9% | $7,897-2.7% | $4,139+85.7% |
| Admin fee / account holder | $1,323 | $8,390-84.2% | $13,129-89.9% | $7,234-81.7% |