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 | $19,303 | $209,336-90.8% | $197,124-90.2% | $137,256-85.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 86.61% | 48.09%+38.5pp | 44.34%+42.3pp | 220.34%-133.7pp |
| Employer contribution / active EE | $12,133 | $6,591+84.1% | $6,227+94.8% | $4,156+191.9% |
| Participant deferral / active EE | $9,814 | $9,614+2.1% | $9,135+7.4% | $6,407+53.2% |
| Admin fee / account holder | $16,568 | $17,308-4.3% | $16,298+1.7% | $12,270+35.0% |