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 3-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 | $12,259 | $175,202-93.0% | $149,673-91.8% | $139,434-91.2% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 24.58% | 166.71%-142.1pp | 134.42%-109.8pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,103 | $5,474-61.6% | $4,818-56.3% | $4,751-55.7% |
| Participant deferral / active EE | $4,382 | $6,519-32.8% | $5,680-22.9% | $6,710-34.7% |
| Admin fee / account holder | $304 | $16,150-98.1% | $13,210-97.7% | $11,403-97.3% |