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 5-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 | $12,636 | $217,402-94.2% | $185,823-93.2% | $167,490-92.5% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 25.06% | 148.36%-123.3pp | 122.05%-97.0pp | 478.56%-453.5pp |
| Employer contribution / active EE | $2,133 | $5,873-63.7% | $5,167-58.7% | $4,837-55.9% |
| Participant deferral / active EE | $5,923 | $6,356-6.8% | $5,568+6.4% | $6,341-6.6% |
| Admin fee / account holder | $345 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |