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 | $21,636 | $157,256-86.2% | $141,162-84.7% | $152,861-85.8% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 42.04% | 64.32%-22.3pp | 71.39%-29.4pp | 345.32%-303.3pp |
| Employer contribution / active EE | $3,329 | $5,261-36.7% | $4,735-29.7% | $4,762-30.1% |
| Participant deferral / active EE | $9,423 | $7,109+32.5% | $6,709+40.5% | $5,850+61.1% |
| Admin fee / account holder | $4,827 | $12,120-60.2% | $10,261-53.0% | $11,596-58.4% |