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 | $19,133 | $209,832-90.9% | $189,513-89.9% | $167,490-88.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.74% | 748.27%-732.5pp | 555.15%-539.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,704 | $6,914-60.9% | $6,162-56.1% | $4,837-44.1% |
| Participant deferral / active EE | $4,591 | $8,935-48.6% | $8,221-44.2% | $6,341-27.6% |
| Admin fee / account holder | $833 | $14,293-94.2% | $12,045-93.1% | $12,309-93.2% |