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 4-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 | $13,667 | $159,934-91.5% | $147,005-90.7% | $145,959-90.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.20% | 98.24%-85.0pp | 418.76%-405.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $3,452 | $5,287-34.7% | $4,934-30.0% | $4,661-25.9% |
| Participant deferral / active EE | $4,135 | $8,427-50.9% | $8,070-48.8% | $6,689-38.2% |
| Admin fee / account holder | $9,928 | $15,053-34.0% | $13,006-23.7% | $13,398-25.9% |