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 4-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 | $9,328 | $106,515-91.2% | $96,683-90.4% | $139,434-93.3% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 42.04% | 38.43%+3.6pp | 35.69%+6.3pp | 372.94%-330.9pp |
| Employer contribution / active EE | $3,057 | $4,103-25.5% | $3,737-18.2% | $4,751-35.6% |
| Participant deferral / active EE | $5,486 | $5,454+0.6% | $4,878+12.5% | $6,710-18.2% |
| Admin fee / account holder | $1,796 | $7,877-77.2% | $6,730-73.3% | $11,403-84.2% |