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 | $11,357 | $189,613-94.0% | $167,512-93.2% | $142,382-92.0% |
| Participation rate | 94.1% | 80.1%+14.0pp | 77.1%+17.1pp | 80.1%+14.0pp |
| Annual return | 19.73% | 2024.68%-2004.9pp | 1615.79%-1596.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,188 | $4,349-72.7% | $3,882-69.4% | $4,299-72.4% |
| Participant deferral / active EE | $2,045 | $6,981-70.7% | $6,405-68.1% | $6,507-68.6% |
| Admin fee / account holder | $785 | $10,528-92.5% | $9,769-92.0% | $12,624-93.8% |