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 4-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 | $4,532 | $80,717-94.4% | $154,803-97.1% | $84,808-94.7% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 20.39% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,318 | $2,761-52.3% | $4,305-69.4% | $2,631-49.9% |
| Participant deferral / active EE | $1,827 | $3,303-44.7% | $5,540-67.0% | $4,212-56.6% |
| Admin fee / account holder | $544 | $6,746-91.9% | $14,329-96.2% | $7,344-92.6% |