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 7-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 | $5,507 | $127,777-95.7% | $106,548-94.8% | $167,490-96.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 19.81% | 33.87%-14.1pp | 26.80%-7.0pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,029 | $3,427-70.0% | $2,819-63.5% | $4,837-78.7% |
| Participant deferral / active EE | $1,563 | $5,087-69.3% | $4,398-64.5% | $6,341-75.4% |
| Admin fee / account holder | $580 | $11,228-94.8% | $7,407-92.2% | $12,309-95.3% |