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 | $5,066 | $99,877-94.9% | $84,966-94.0% | $145,922-96.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 40.08% | 83.76%-43.7pp | 66.38%-26.3pp | 561.29%-521.2pp |
| Employer contribution / active EE | $4,582 | $3,231+41.8% | $2,727+68.0% | $4,660-1.7% |
| Participant deferral / active EE | $4,582 | $5,291-13.4% | $4,519+1.4% | $6,688-31.5% |
| Admin fee / account holder | $6,211 | $7,248-14.3% | $6,149+1.0% | $13,397-53.6% |