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 8-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 | $8,457 | $112,881-92.5% | $90,951-90.7% | $158,922-94.7% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 26.93% | 215.79%-188.9pp | 134.60%-107.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,048 | $2,893-63.8% | $2,122-50.6% | $4,761-78.0% |
| Participant deferral / active EE | $1,712 | $4,128-58.5% | $3,373-49.2% | $5,982-71.4% |
| Admin fee / account holder | $602 | $8,041-92.5% | $5,959-89.9% | $11,246-94.6% |