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 6-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 | $10,609 | $176,377-94.0% | $134,143-92.1% | $158,922-93.3% |
| Participation rate | 95.7% | 78.7%+16.9pp | 72.2%+23.5pp | 82.0%+13.7pp |
| Annual return | 27.89% | 63.63%-35.7pp | 36.33%-8.4pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,208 | $5,040-76.0% | $3,704-67.4% | $4,761-74.6% |
| Participant deferral / active EE | $3,141 | $4,091-23.2% | $3,499-10.2% | $5,982-47.5% |
| Admin fee / account holder | $441 | $8,718-94.9% | $6,684-93.4% | $11,246-96.1% |