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 3-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 | $3,357 | $158,398-97.9% | $126,539-97.3% | $142,382-97.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 22.81% | 593.76%-570.9pp | 425.95%-403.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,003 | $4,650-78.4% | $3,674-72.7% | $4,299-76.7% |
| Participant deferral / active EE | $1,325 | $4,767-72.2% | $4,083-67.5% | $6,507-79.6% |
| Admin fee / account holder | $1,357 | $6,918-80.4% | $6,065-77.6% | $12,624-89.2% |