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 8-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 | $9,309 | $142,405-93.5% | $115,157-91.9% | $152,861-93.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 34.83% | 41.48%-6.6pp | 35.60%-0.8pp | 345.32%-310.5pp |
| Employer contribution / active EE | $2,307 | $4,010-42.5% | $3,179-27.4% | $4,762-51.6% |
| Participant deferral / active EE | $6,949 | $5,164+34.6% | $4,168+66.7% | $5,850+18.8% |
| Admin fee / account holder | $307 | $8,462-96.4% | $7,088-95.7% | $11,596-97.4% |