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 3-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 | $11,249 | $108,919-89.7% | $100,391-88.8% | $145,922-92.3% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 35.70% | 57.88%-22.2pp | 49.20%-13.5pp | 561.29%-525.6pp |
| Employer contribution / active EE | $2,601 | $4,419-41.1% | $3,942-34.0% | $4,660-44.2% |
| Participant deferral / active EE | $3,569 | $8,445-57.7% | $8,082-55.8% | $6,688-46.6% |
| Admin fee / account holder | $390 | $9,689-96.0% | $7,899-95.1% | $13,397-97.1% |