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 | $3,719 | $69,207-94.6% | $64,056-94.2% | $139,434-97.3% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 39.16% | 45.88%-6.7pp | 33.69%+5.5pp | 372.94%-333.8pp |
| Employer contribution / active EE | $1,383 | $3,182-56.5% | $2,747-49.7% | $4,751-70.9% |
| Participant deferral / active EE | $1,859 | $4,682-60.3% | $3,880-52.1% | $6,710-72.3% |
| Admin fee / account holder | $462 | $4,244-89.1% | $3,068-84.9% | $11,403-95.9% |