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 5-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 | $8,817 | $148,534-94.1% | $135,903-93.5% | $139,434-93.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.84% | 79.19%-50.4pp | 68.23%-39.4pp | 372.94%-344.1pp |
| Employer contribution / active EE | $2,475 | $5,243-52.8% | $4,856-49.0% | $4,751-47.9% |
| Participant deferral / active EE | $2,929 | $8,100-63.8% | $7,758-62.3% | $6,710-56.4% |
| Admin fee / account holder | $569 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |