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 | $12,904 | $126,574-89.8% | $106,213-87.9% | $145,922-91.2% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 15.91% | 224.79%-208.9pp | 116.14%-100.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,829 | $3,730-51.0% | $3,171-42.3% | $4,660-60.7% |
| Participant deferral / active EE | $3,263 | $5,724-43.0% | $5,016-35.0% | $6,688-51.2% |
| Admin fee / account holder | $806 | $17,304-95.3% | $11,033-92.7% | $13,397-94.0% |