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 | $6,735 | $183,963-96.3% | $162,163-95.8% | $152,861-95.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 45.96% | 150.76%-104.8pp | 115.59%-69.6pp | 345.32%-299.4pp |
| Employer contribution / active EE | $2,159 | $6,371-66.1% | $5,614-61.5% | $4,762-54.7% |
| Participant deferral / active EE | $3,481 | $8,034-56.7% | $7,298-52.3% | $5,850-40.5% |
| Admin fee / account holder | $328 | $13,121-97.5% | $10,843-97.0% | $11,596-97.2% |