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 7-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 | $8,008 | $63,355-87.4% | $91,989-91.3% | $72,985-89.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 38.21% | 35.35%+2.9pp | 69.02%-30.8pp | 81.00%-42.8pp |
| Employer contribution / active EE | $1,683 | $2,116-20.4% | $3,452-51.2% | $2,440-31.0% |
| Participant deferral / active EE | $4,900 | $4,883+0.3% | $5,923-17.3% | $3,607+35.8% |
| Admin fee / account holder | $1,162 | $4,668-75.1% | $7,743-85.0% | $5,124-77.3% |