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 8-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 | $6,346 | $115,882-94.5% | $100,516-93.7% | $158,922-96.0% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 13.35% | 34.79%-21.4pp | 30.89%-17.5pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,279 | $4,103-68.8% | $3,418-62.6% | $4,761-73.1% |
| Participant deferral / active EE | $2,024 | $6,674-69.7% | $6,270-67.7% | $5,982-66.2% |
| Admin fee / account holder | $2,937 | $10,995-73.3% | $8,081-63.7% | $11,246-73.9% |