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 | $3,391 | $90,600-96.3% | $79,464-95.7% | $135,375-97.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.73% | 977.43%-968.7pp | 718.14%-709.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $569 | $3,068-81.5% | $2,800-79.7% | $4,779-88.1% |
| Participant deferral / active EE | $1,019 | $4,050-74.8% | $3,704-72.5% | $5,609-81.8% |
| Admin fee / account holder | $2,401 | $5,907-59.4% | $5,113-53.0% | $10,827-77.8% |