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 | $19,055 | $157,256-87.9% | $141,162-86.5% | $152,861-87.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 53.98% | 64.32%-10.3pp | 71.39%-17.4pp | 345.32%-291.3pp |
| Employer contribution / active EE | $4,330 | $5,261-17.7% | $4,735-8.6% | $4,762-9.1% |
| Participant deferral / active EE | $7,952 | $7,109+11.8% | $6,709+18.5% | $5,850+35.9% |
| Admin fee / account holder | $2,467 | $12,120-79.6% | $10,261-76.0% | $11,596-78.7% |