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 | $6,854 | $102,616-93.3% | $81,983-91.6% | $158,922-95.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.95% | 61.04%-50.1pp | 41.31%-30.4pp | 302.83%-291.9pp |
| Employer contribution / active EE | $490 | $3,240-84.9% | $2,498-80.4% | $4,761-89.7% |
| Participant deferral / active EE | $1,094 | $4,648-76.5% | $3,722-70.6% | $5,982-81.7% |
| Admin fee / account holder | $680 | $8,235-91.7% | $5,664-88.0% | $11,246-94.0% |