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 4-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 | $4,430 | $106,515-95.8% | $96,683-95.4% | $139,434-96.8% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 21.48% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,098 | $4,103-73.2% | $3,737-70.6% | $4,751-76.9% |
| Participant deferral / active EE | $1,515 | $5,454-72.2% | $4,878-69.0% | $6,710-77.4% |
| Admin fee / account holder | $457 | $7,877-94.2% | $6,730-93.2% | $11,403-96.0% |