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 | $6,564 | $127,065-94.8% | $113,168-94.2% | $142,382-95.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 21.74% | 24.03%-2.3pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,752 | $3,442-49.1% | $2,975-41.1% | $4,299-59.3% |
| Participant deferral / active EE | $2,815 | $5,716-50.8% | $5,107-44.9% | $6,507-56.7% |
| Admin fee / account holder | $963 | $15,736-93.9% | $12,068-92.0% | $12,624-92.4% |