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 | $7,059 | $189,613-96.3% | $167,512-95.8% | $142,382-95.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.70% | 2024.68%-2003.0pp | 1615.79%-1594.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,238 | $4,349-71.5% | $3,882-68.1% | $4,299-71.2% |
| Participant deferral / active EE | $1,752 | $6,981-74.9% | $6,405-72.6% | $6,507-73.1% |
| Admin fee / account holder | $343 | $10,528-96.7% | $9,769-96.5% | $12,624-97.3% |