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 4-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 | $6,073 | $177,572-96.6% | $154,803-96.1% | $142,382-95.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 19.52% | 65.07%-45.5pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,532 | $4,810-68.2% | $4,305-64.4% | $4,299-64.4% |
| Participant deferral / active EE | $1,836 | $6,272-70.7% | $5,540-66.9% | $6,507-71.8% |
| Admin fee / account holder | $821 | $16,786-95.1% | $14,329-94.3% | $12,624-93.5% |