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 7-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 | $2,859 | $165,335-98.3% | $149,696-98.1% | $158,922-98.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 63.80% | 348.15%-284.3pp | 276.60%-212.8pp | 302.83%-239.0pp |
| Employer contribution / active EE | $2,842 | $5,103-44.3% | $4,644-38.8% | $4,761-40.3% |
| Participant deferral / active EE | $8,389 | $7,181+16.8% | $6,842+22.6% | $5,982+40.2% |
| Admin fee / account holder | $2,674 | $10,807-75.3% | $9,309-71.3% | $11,246-76.2% |