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 | $9,499 | $159,602-94.0% | $150,045-93.7% | $142,382-93.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 24.05% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,166 | $4,961-76.5% | $4,693-75.2% | $4,299-72.9% |
| Participant deferral / active EE | $3,744 | $8,310-55.0% | $7,997-53.2% | $6,507-42.5% |
| Admin fee / account holder | $379 | $14,846-97.4% | $13,435-97.2% | $12,624-97.0% |