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 | $6,326 | $175,202-96.4% | $149,673-95.8% | $139,434-95.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 42.33% | 166.71%-124.4pp | 134.42%-92.1pp | 372.94%-330.6pp |
| Employer contribution / active EE | $1,599 | $5,474-70.8% | $4,818-66.8% | $4,751-66.4% |
| Participant deferral / active EE | $2,118 | $6,519-67.5% | $5,680-62.7% | $6,710-68.4% |
| Admin fee / account holder | $470 | $16,150-97.1% | $13,210-96.4% | $11,403-95.9% |