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 | $9,725 | $112,881-91.4% | $90,951-89.3% | $158,922-93.9% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 105.19% | 215.79%-110.6pp | 134.60%-29.4pp | 302.83%-197.6pp |
| Employer contribution / active EE | $1,551 | $2,893-46.4% | $2,122-26.9% | $4,761-67.4% |
| Participant deferral / active EE | $5,965 | $4,128+44.5% | $3,373+76.9% | $5,982-0.3% |
| Admin fee / account holder | $446 | $8,041-94.5% | $5,959-92.5% | $11,246-96.0% |