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 | $9,247 | $89,753-89.7% | $107,525-91.4% | $84,808-89.1% |
| Participation rate | 90.2% | 68.1%+22.2pp | 75.1%+15.2pp | 68.3%+21.9pp |
| Annual return | 20.57% | 29.48%-8.9pp | 181.32%-160.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,564 | $3,113-49.8% | $3,754-58.3% | $2,631-40.5% |
| Participant deferral / active EE | $2,424 | $4,056-40.2% | $5,116-52.6% | $4,212-42.4% |
| Admin fee / account holder | $678 | $7,222-90.6% | $8,919-92.4% | $7,344-90.8% |