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 | $7,536 | $192,717-96.1% | $142,449-94.7% | $139,434-94.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 53.50% | 17.99%+35.5pp | 19.99%+33.5pp | 372.94%-319.4pp |
| Employer contribution / active EE | $2,272 | $5,806-60.9% | $4,847-53.1% | $4,751-52.2% |
| Participant deferral / active EE | $4,570 | $7,208-36.6% | $6,283-27.3% | $6,710-31.9% |
| Admin fee / account holder | $781 | $15,124-94.8% | $10,011-92.2% | $11,403-93.2% |