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 | $7,429 | $106,515-93.0% | $96,683-92.3% | $139,434-94.7% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 12.07% | 38.43%-26.4pp | 35.69%-23.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,483 | $4,103-63.9% | $3,737-60.3% | $4,751-68.8% |
| Participant deferral / active EE | $1,923 | $5,454-64.7% | $4,878-60.6% | $6,710-71.3% |
| Admin fee / account holder | $6,267 | $7,877-20.4% | $6,730-6.9% | $11,403-45.0% |