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 5-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 | $6,079 | $172,111-96.5% | $150,298-96.0% | $137,256-95.6% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 24.06% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,417 | $4,636-69.4% | $4,154-65.9% | $4,156-65.9% |
| Participant deferral / active EE | $2,403 | $6,166-61.0% | $5,453-55.9% | $6,407-62.5% |
| Admin fee / account holder | $3,255 | $16,471-80.2% | $14,116-76.9% | $12,270-73.5% |