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 5-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 | $5,918 | $77,899-92.4% | $149,673-96.0% | $75,163-92.1% |
| Participation rate | 85.2% | 65.6%+19.6pp | 78.8%+6.4pp | 67.2%+18.0pp |
| Annual return | 24.28% | 31.72%-7.4pp | 134.42%-110.1pp | 160.62%-136.3pp |
| Employer contribution / active EE | $980 | $3,137-68.8% | $4,818-79.7% | $2,670-63.3% |
| Participant deferral / active EE | $1,738 | $3,411-49.0% | $5,680-69.4% | $4,125-57.9% |
| Admin fee / account holder | $662 | $5,956-88.9% | $13,210-95.0% | $5,651-88.3% |