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 | $19,517 | $98,750-80.2% | $149,696-87.0% | $79,858-75.6% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 553.52% | 27.43%+526.1pp | 276.60%+276.9pp | 31.71%+521.8pp |
| Employer contribution / active EE | $2,103 | $3,216-34.6% | $4,644-54.7% | $2,471-14.9% |
| Participant deferral / active EE | $6,184 | $5,680+8.9% | $6,842-9.6% | $3,740+65.4% |
| Admin fee / account holder | $2,710 | $6,053-55.2% | $9,309-70.9% | $5,306-48.9% |