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 | $6,029 | $81,460-92.6% | $103,333-94.2% | $80,856-92.5% |
| Participation rate | 86.0% | 66.8%+19.2pp | 74.5%+11.5pp | 67.6%+18.4pp |
| Annual return | 14.32% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,314 | $3,105-57.7% | $3,868-66.0% | $2,755-52.3% |
| Participant deferral / active EE | $1,935 | $3,869-50.0% | $5,057-61.7% | $4,296-54.9% |
| Admin fee / account holder | $651 | $6,566-90.1% | $8,355-92.2% | $6,918-90.6% |