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 10-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 | $18,730 | $202,318-90.7% | $172,739-89.2% | $152,861-87.7% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.4%-1.2pp |
| Annual return | 24.73% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,913 | $5,856-67.3% | $5,143-62.8% | $4,762-59.8% |
| Participant deferral / active EE | $2,422 | $5,948-59.3% | $5,198-53.4% | $5,850-58.6% |
| Admin fee / account holder | $8,005 | $17,109-53.2% | $13,954-42.6% | $11,596-31.0% |