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 | $12,450 | $159,602-92.2% | $150,045-91.7% | $142,382-91.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 24.80% | 70.24%-45.4pp | 62.55%-37.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $3,181 | $4,961-35.9% | $4,693-32.2% | $4,299-26.0% |
| Participant deferral / active EE | $4,000 | $8,310-51.9% | $7,997-50.0% | $6,507-38.5% |
| Admin fee / account holder | $487 | $14,846-96.7% | $13,435-96.4% | $12,624-96.1% |