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 | $12,998 | $65,561-80.2% | $86,188-84.9% | $75,163-82.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.39% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,874 | $1,553+85.1% | $2,380+20.7% | $2,670+7.6% |
| Participant deferral / active EE | $1,870 | $3,024-38.2% | $3,985-53.1% | $4,125-54.7% |
| Admin fee / account holder | $812 | $5,474-85.2% | $6,852-88.2% | $5,651-85.6% |