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 | $109,881-81.0% | $150,045-86.1% | $84,808-75.4% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 25.13% | 28.25%-3.1pp | 62.55%-37.4pp | 40.90%-15.8pp |
| Employer contribution / active EE | $3,057 | $3,561-14.2% | $4,693-34.9% | $2,631+16.2% |
| Participant deferral / active EE | $7,686 | $6,636+15.8% | $7,997-3.9% | $4,212+82.5% |
| Admin fee / account holder | $1,323 | $8,568-84.6% | $13,435-90.2% | $7,344-82.0% |