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 | $8,020 | $111,754-92.8% | $103,333-92.2% | $145,922-94.5% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 13.49% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,904 | $4,212-31.1% | $3,868-24.9% | $4,660-37.7% |
| Participant deferral / active EE | $4,174 | $5,619-25.7% | $5,057-17.5% | $6,688-37.6% |
| Admin fee / account holder | $660 | $9,750-93.2% | $8,355-92.1% | $13,397-95.1% |