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 | $7,001 | $80,673-91.3% | $101,326-93.1% | $84,808-91.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 25.53% | 38.95%-13.4pp | 36.82%-11.3pp | 40.90%-15.4pp |
| Employer contribution / active EE | $3,189 | $2,698+18.2% | $3,665-13.0% | $2,631+21.2% |
| Participant deferral / active EE | $4,601 | $6,840-32.7% | $7,994-42.4% | $4,212+9.3% |
| Admin fee / account holder | $434 | $12,784-96.6% | $11,185-96.1% | $7,344-94.1% |