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 5-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 | $17,696 | $185,822-90.5% | $169,993-89.6% | $139,434-87.3% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 20.27% | 60.50%-40.2pp | 53.37%-33.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,362 | $7,590-68.9% | $6,785-65.2% | $4,751-50.3% |
| Participant deferral / active EE | $3,052 | $11,622-73.7% | $10,408-70.7% | $6,710-54.5% |
| Admin fee / account holder | $782 | $15,381-94.9% | $12,815-93.9% | $11,403-93.1% |