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 | $10,906 | $150,440-92.8% | $136,294-92.0% | $147,584-92.6% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 19.20% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,373 | $5,256-73.9% | $4,695-70.8% | $4,876-71.8% |
| Participant deferral / active EE | $3,587 | $6,630-45.9% | $6,247-42.6% | $5,439-34.0% |
| Admin fee / account holder | $934 | $10,905-91.4% | $9,243-89.9% | $10,885-91.4% |