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 | $9,634 | $177,572-94.6% | $154,803-93.8% | $142,382-93.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 31.40% | 65.07%-33.7pp | 58.88%-27.5pp | 217.08%-185.7pp |
| Employer contribution / active EE | $3,818 | $4,810-20.6% | $4,305-11.3% | $4,299-11.2% |
| Participant deferral / active EE | $8,120 | $6,272+29.5% | $5,540+46.6% | $6,507+24.8% |
| Admin fee / account holder | $1,039 | $16,786-93.8% | $14,329-92.7% | $12,624-91.8% |