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 4-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 | $12,401 | $148,534-91.7% | $135,903-90.9% | $139,434-91.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.32% | 79.19%-44.9pp | 68.23%-33.9pp | 372.94%-338.6pp |
| Employer contribution / active EE | $1,176 | $5,243-77.6% | $4,856-75.8% | $4,751-75.2% |
| Participant deferral / active EE | $6,351 | $8,100-21.6% | $7,758-18.1% | $6,710-5.3% |
| Admin fee / account holder | $737 | $12,400-94.1% | $10,762-93.1% | $11,403-93.5% |