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 | $3,590 | $99,877-96.4% | $84,966-95.8% | $145,922-97.5% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 19.36% | 83.76%-64.4pp | 66.38%-47.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,847 | $3,231-42.8% | $2,727-32.3% | $4,660-60.4% |
| Participant deferral / active EE | $2,980 | $5,291-43.7% | $4,519-34.1% | $6,688-55.4% |
| Admin fee / account holder | $652 | $7,248-91.0% | $6,149-89.4% | $13,397-95.1% |