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 6-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 | $6,444 | $74,927-91.4% | $101,794-93.7% | $84,808-92.4% |
| Participation rate | 90.5% | 61.4%+29.1pp | 69.2%+21.3pp | 68.3%+22.2pp |
| Annual return | 68.69% | 18.70%+50.0pp | 30.53%+38.2pp | 40.90%+27.8pp |
| Employer contribution / active EE | $1,848 | $1,522+21.4% | $2,289-19.3% | $2,631-29.8% |
| Participant deferral / active EE | $3,067 | $3,099-1.0% | $4,084-24.9% | $4,212-27.2% |
| Admin fee / account holder | $604 | $6,514-90.7% | $8,777-93.1% | $7,344-91.8% |