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 | $14,732 | $154,117-90.4% | $129,995-88.7% | $139,434-89.4% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.5%+16.0pp | 80.3%+14.1pp |
| Annual return | 21.06% | 32.48%-11.4pp | -137.18%+158.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,925 | $5,289-44.7% | $4,320-32.3% | $4,751-38.4% |
| Participant deferral / active EE | $6,197 | $6,710-7.6% | $5,820+6.5% | $6,710-7.6% |
| Admin fee / account holder | $4,649 | $14,007-66.8% | $10,614-56.2% | $11,403-59.2% |