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 | $4,368 | $149,040-97.1% | $120,225-96.4% | $137,256-96.8% |
| Participation rate | 90.0% | 75.4%+14.6pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 25.30% | 605.68%-580.4pp | 439.23%-413.9pp | 220.34%-195.0pp |
| Employer contribution / active EE | $306 | $4,350-93.0% | $3,475-91.2% | $4,156-92.6% |
| Participant deferral / active EE | $1,334 | $4,655-71.3% | $3,999-66.6% | $6,407-79.2% |
| Admin fee / account holder | $980 | $6,348-84.6% | $5,696-82.8% | $12,270-92.0% |