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 | $6,379 | $76,407-91.7% | $150,298-95.8% | $82,448-92.3% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 19.00% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,330 | $2,614-49.1% | $4,154-68.0% | $2,551-47.9% |
| Participant deferral / active EE | $2,247 | $3,214-30.1% | $5,453-58.8% | $4,139-45.7% |
| Admin fee / account holder | $427 | $6,352-93.3% | $14,116-97.0% | $7,234-94.1% |