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 | $3,898 | $94,625-95.9% | $116,228-96.6% | $84,808-95.4% |
| Participation rate | 96.4% | 70.4%+26.0pp | 74.6%+21.9pp | 68.3%+28.1pp |
| Annual return | 60.58% | 20.40%+40.2pp | 90.06%-29.5pp | 40.90%+19.7pp |
| Employer contribution / active EE | $1,826 | $2,347-22.2% | $2,994-39.0% | $2,631-30.6% |
| Participant deferral / active EE | $2,326 | $3,972-41.4% | $4,953-53.0% | $4,212-44.8% |
| Admin fee / account holder | $3,220 | $10,091-68.1% | $11,989-73.1% | $7,344-56.2% |