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 | $19,499 | $98,750-80.3% | $149,696-87.0% | $79,858-75.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.46% | 27.43%-10.0pp | 276.60%-259.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,178 | $3,216-32.3% | $4,644-53.1% | $2,471-11.9% |
| Participant deferral / active EE | $4,050 | $5,680-28.7% | $6,842-40.8% | $3,740+8.3% |
| Admin fee / account holder | $1,459 | $6,053-75.9% | $9,309-84.3% | $5,306-72.5% |