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 | $4,707 | $76,407-93.8% | $150,298-96.9% | $82,448-94.3% |
| Participation rate | 88.2% | 66.4%+21.8pp | 77.8%+10.5pp | 68.1%+20.2pp |
| Annual return | 18.96% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $965 | $2,614-63.1% | $4,154-76.8% | $2,551-62.2% |
| Participant deferral / active EE | $1,452 | $3,214-54.8% | $5,453-73.4% | $4,139-64.9% |
| Admin fee / account holder | $754 | $6,352-88.1% | $14,116-94.7% | $7,234-89.6% |