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 | $13,602 | $77,164-82.4% | $178,014-92.4% | $80,874-83.2% |
| Participation rate | 91.2% | 65.7%+25.5pp | 77.1%+14.1pp | 67.6%+23.5pp |
| Annual return | 37.45% | 18.09%+19.4pp | 294.80%-257.4pp | 35.62%+1.8pp |
| Employer contribution / active EE | $1,206 | $2,288-47.3% | $3,950-69.5% | $2,756-56.2% |
| Participant deferral / active EE | $3,418 | $4,408-22.5% | $6,276-45.5% | $4,297-20.5% |
| Admin fee / account holder | $458 | $7,164-93.6% | $10,362-95.6% | $6,935-93.4% |