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 7-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 | $10,164 | $107,334-90.5% | $92,893-89.1% | $152,861-93.4% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 42.70% | 145.58%-102.9pp | 109.41%-66.7pp | 345.32%-302.6pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,980 | $4,845+2.8% | $4,236+17.6% | $5,850-14.9% |
| Admin fee / account holder | $1,048 | $7,079-85.2% | $5,794-81.9% | $11,596-91.0% |