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 | $9,603 | $165,335-94.2% | $149,696-93.6% | $158,922-94.0% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 73.02% | 348.15%-275.1pp | 276.60%-203.6pp | 302.83%-229.8pp |
| Employer contribution / active EE | $2,738 | $5,103-46.4% | $4,644-41.1% | $4,761-42.5% |
| Participant deferral / active EE | $4,130 | $7,181-42.5% | $6,842-39.6% | $5,982-31.0% |
| Admin fee / account holder | $732 | $10,807-93.2% | $9,309-92.1% | $11,246-93.5% |