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 10-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 | $5,510 | $99,020-94.4% | $86,590-93.6% | $147,584-96.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 37.58% | 1312.34%-1274.8pp | 964.84%-927.3pp | 578.55%-541.0pp |
| Employer contribution / active EE | $1,231 | $3,132-60.7% | $2,839-56.7% | $4,876-74.8% |
| Participant deferral / active EE | $1,925 | $3,972-51.5% | $3,609-46.7% | $5,439-64.6% |
| Admin fee / account holder | $402 | $5,710-93.0% | $4,906-91.8% | $10,885-96.3% |