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 10-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 | $6,293 | $104,251-94.0% | $91,001-93.1% | $147,584-95.7% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 9.85% | 27.06%-17.2pp | 4.60%+5.2pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,473 | $3,116-52.7% | $2,456-40.0% | $4,876-69.8% |
| Participant deferral / active EE | $1,610 | $4,195-61.6% | $3,547-54.6% | $5,439-70.4% |
| Admin fee / account holder | $1,549 | $8,948-82.7% | $5,417-71.4% | $10,885-85.8% |