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 | $2,598 | $177,572-98.5% | $154,803-98.3% | $142,382-98.2% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 25.90% | 65.07%-39.2pp | 58.88%-33.0pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,342 | $4,810-72.1% | $4,305-68.8% | $4,299-68.8% |
| Participant deferral / active EE | $1,725 | $6,272-72.5% | $5,540-68.9% | $6,507-73.5% |
| Admin fee / account holder | $1,103 | $16,786-93.4% | $14,329-92.3% | $12,624-91.3% |