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 | $4,904 | $177,572-97.2% | $154,803-96.8% | $142,382-96.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 28.27% | 65.07%-36.8pp | 58.88%-30.6pp | 217.08%-188.8pp |
| Employer contribution / active EE | $1,545 | $4,810-67.9% | $4,305-64.1% | $4,299-64.1% |
| Participant deferral / active EE | $2,130 | $6,272-66.0% | $5,540-61.5% | $6,507-67.3% |
| Admin fee / account holder | $1,114 | $16,786-93.4% | $14,329-92.2% | $12,624-91.2% |