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 6-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 | $4,335 | $177,572-97.6% | $154,803-97.2% | $142,382-97.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 70.23% | 65.07%+5.2pp | 58.88%+11.3pp | 217.08%-146.8pp |
| Employer contribution / active EE | $3,563 | $4,810-25.9% | $4,305-17.3% | $4,299-17.1% |
| Participant deferral / active EE | $2,569 | $6,272-59.0% | $5,540-53.6% | $6,507-60.5% |
| Admin fee / account holder | $403 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |