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 3-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 | $14,547 | $148,534-90.2% | $135,903-89.3% | $139,434-89.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 395.75% | 79.19%+316.6pp | 68.23%+327.5pp | 372.94%+22.8pp |
| Employer contribution / active EE | $2,485 | $5,243-52.6% | $4,856-48.8% | $4,751-47.7% |
| Participant deferral / active EE | $3,201 | $8,100-60.5% | $7,758-58.7% | $6,710-52.3% |
| Admin fee / account holder | $1,042 | $12,400-91.6% | $10,762-90.3% | $11,403-90.9% |