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 4-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 | $14,935 | $148,534-89.9% | $135,903-89.0% | $139,434-89.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 41.77% | 79.19%-37.4pp | 68.23%-26.5pp | 372.94%-331.2pp |
| Employer contribution / active EE | $2,832 | $5,243-46.0% | $4,856-41.7% | $4,751-40.4% |
| Participant deferral / active EE | $8,625 | $8,100+6.5% | $7,758+11.2% | $6,710+28.5% |
| Admin fee / account holder | $1,445 | $12,400-88.3% | $10,762-86.6% | $11,403-87.3% |