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 6-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 | $6,703 | $121,625-94.5% | $104,607-93.6% | $158,922-95.8% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 44.40% | 465.26%-420.9pp | 340.46%-296.1pp | 302.83%-258.4pp |
| Employer contribution / active EE | $2,918 | $3,163-7.7% | $2,681+8.9% | $4,761-38.7% |
| Participant deferral / active EE | $3,459 | $4,177-17.2% | $3,740-7.5% | $5,982-42.2% |
| Admin fee / account holder | $722 | $7,787-90.7% | $6,473-88.8% | $11,246-93.6% |