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 | $4,549 | $72,400-93.7% | $67,502-93.3% | $145,922-96.9% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 18.59% | 7182.46%-7163.9pp | 3512.12%-3493.5pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,168 | $3,069-29.4% | $2,731-20.6% | $4,660-53.5% |
| Participant deferral / active EE | $3,128 | $4,783-34.6% | $4,000-21.8% | $6,688-53.2% |
| Admin fee / account holder | $838 | $5,539-84.9% | $3,998-79.0% | $13,397-93.7% |