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 6-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 | $8,424 | $80,968-89.6% | $96,544-91.3% | $75,163-88.8% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 14.62% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $838 | $2,282-63.3% | $2,965-71.7% | $2,670-68.6% |
| Participant deferral / active EE | $2,593 | $3,928-34.0% | $4,851-46.6% | $4,125-37.2% |
| Admin fee / account holder | $1,177 | $6,724-82.5% | $8,252-85.7% | $5,651-79.2% |