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 5-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 | $9,969 | $80,812-87.7% | $160,784-93.8% | $82,448-87.9% |
| Participation rate | 85.7% | 66.2%+19.5pp | 77.0%+8.8pp | 68.1%+17.6pp |
| Annual return | 17.26% | 100.59%-83.3pp | 1803.92%-1786.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $730 | $2,174-66.4% | $3,733-80.4% | $2,551-71.4% |
| Participant deferral / active EE | $2,294 | $4,335-47.1% | $6,293-63.6% | $4,139-44.6% |
| Admin fee / account holder | $450 | $7,695-94.2% | $9,717-95.4% | $7,234-93.8% |