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 | $5,671 | $127,065-95.5% | $113,168-95.0% | $142,382-96.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.56% | 24.03%-0.5pp | 24.27%-0.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,312 | $3,442-61.9% | $2,975-55.9% | $4,299-69.5% |
| Participant deferral / active EE | $3,093 | $5,716-45.9% | $5,107-39.4% | $6,507-52.5% |
| Admin fee / account holder | $347 | $15,736-97.8% | $12,068-97.1% | $12,624-97.3% |