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 | $1,760 | $97,125-98.2% | $86,233-98.0% | $137,256-98.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 17.39% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $378 | $2,841-86.7% | $2,504-84.9% | $4,156-90.9% |
| Participant deferral / active EE | $924 | $5,180-82.2% | $4,559-79.7% | $6,407-85.6% |
| Admin fee / account holder | $461 | $9,725-95.3% | $8,342-94.5% | $12,270-96.2% |