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 | $16,761 | $96,128-82.6% | $136,007-87.7% | $80,856-79.3% |
| Participation rate | 93.3% | 71.2%+22.1pp | 76.5%+16.9pp | 67.6%+25.7pp |
| Annual return | 34.95% | 28.71%+6.2pp | 579.32%-544.4pp | 35.59%-0.6pp |
| Employer contribution / active EE | $1,852 | $3,351-44.7% | $4,217-56.1% | $2,755-32.8% |
| Participant deferral / active EE | $3,527 | $5,709-38.2% | $7,025-49.8% | $4,296-17.9% |
| Admin fee / account holder | $9,867 | $8,236+19.8% | $6,858+43.9% | $6,918+42.6% |