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 | $15,984 | $112,096-85.7% | $95,952-83.3% | $158,922-89.9% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 27.86% | 171.09%-143.2pp | 91.61%-63.7pp | 302.83%-275.0pp |
| Employer contribution / active EE | $2,447 | $3,198-23.5% | $2,541-3.7% | $4,761-48.6% |
| Participant deferral / active EE | $5,923 | $4,784+23.8% | $4,167+42.1% | $5,982-1.0% |
| Admin fee / account holder | $1,991 | $10,130-80.3% | $6,795-70.7% | $11,246-82.3% |