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 4-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 | $3,057 | $185,822-98.4% | $169,993-98.2% | $139,434-97.8% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 136.70% | 60.50%+76.2pp | 53.37%+83.3pp | 372.94%-236.2pp |
| Employer contribution / active EE | $1,502 | $7,590-80.2% | $6,785-77.9% | $4,751-68.4% |
| Participant deferral / active EE | $3,079 | $11,622-73.5% | $10,408-70.4% | $6,710-54.1% |
| Admin fee / account holder | $947 | $15,381-93.8% | $12,815-92.6% | $11,403-91.7% |