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 | $14,402 | $148,534-90.3% | $135,903-89.4% | $139,434-89.7% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 29.98% | 79.19%-49.2pp | 68.23%-38.3pp | 372.94%-343.0pp |
| Employer contribution / active EE | $2,551 | $5,243-51.3% | $4,856-47.5% | $4,751-46.3% |
| Participant deferral / active EE | $6,349 | $8,100-21.6% | $7,758-18.2% | $6,710-5.4% |
| Admin fee / account holder | $625 | $12,400-95.0% | $10,762-94.2% | $11,403-94.5% |