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 8-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 | $16,747 | $112,096-85.1% | $95,952-82.5% | $158,922-89.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 91.00% | 171.09%-80.1pp | 91.61%-0.6pp | 302.83%-211.8pp |
| Employer contribution / active EE | $1,765 | $3,198-44.8% | $2,541-30.5% | $4,761-62.9% |
| Participant deferral / active EE | $3,274 | $4,784-31.6% | $4,167-21.4% | $5,982-45.3% |
| Admin fee / account holder | $2,388 | $10,130-76.4% | $6,795-64.9% | $11,246-78.8% |