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 | $6,281 | $175,202-96.4% | $149,673-95.8% | $139,434-95.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.38% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,551 | $5,474-71.7% | $4,818-67.8% | $4,751-67.4% |
| Participant deferral / active EE | $3,176 | $6,519-51.3% | $5,680-44.1% | $6,710-52.7% |
| Admin fee / account holder | $917 | $16,150-94.3% | $13,210-93.1% | $11,403-92.0% |