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 9-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 | $5,704 | $109,327-94.8% | $89,391-93.6% | $158,922-96.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.45% | 345.68%-325.2pp | 245.62%-225.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,346 | $3,170-57.5% | $2,586-48.0% | $4,761-71.7% |
| Participant deferral / active EE | $1,435 | $4,598-68.8% | $3,890-63.1% | $5,982-76.0% |
| Admin fee / account holder | $597 | $6,153-90.3% | $4,881-87.8% | $11,246-94.7% |