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 | $6,844 | $106,584-93.6% | $101,326-93.2% | $142,382-95.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.56% | 36.93%-16.4pp | 36.82%-16.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,510 | $3,956-61.8% | $3,665-58.8% | $4,299-64.9% |
| Participant deferral / active EE | $2,190 | $8,297-73.6% | $7,994-72.6% | $6,507-66.3% |
| Admin fee / account holder | $1,044 | $11,446-90.9% | $11,185-90.7% | $12,624-91.7% |