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 9-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 | $10,664 | $84,233-87.3% | $170,442-93.7% | $70,131-84.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 31.02% | 23.06%+8.0pp | 205.93%-174.9pp | 73.14%-42.1pp |
| Employer contribution / active EE | $495 | $3,387-85.4% | $5,433-90.9% | $2,342-78.9% |
| Participant deferral / active EE | $1,321 | $3,086-57.2% | $4,939-73.3% | $3,332-60.4% |
| Admin fee / account holder | $7,928 | $5,698+39.1% | $13,880-42.9% | $4,645+70.7% |