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 | $9,698 | $115,770-91.6% | $101,248-90.4% | $158,922-93.9% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 17.64% | 56.14%-38.5pp | 46.47%-28.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,560 | $4,175-38.7% | $3,660-30.0% | $4,761-46.2% |
| Participant deferral / active EE | $3,579 | $4,957-27.8% | $4,370-18.1% | $5,982-40.2% |
| Admin fee / account holder | $1,850 | $7,245-74.5% | $5,945-68.9% | $11,246-83.5% |