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 10-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 | $1,629 | $126,574-98.7% | $106,213-98.5% | $145,922-98.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.96% | 224.79%-209.8pp | 116.14%-101.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,972 | $3,730-47.1% | $3,171-37.8% | $4,660-57.7% |
| Participant deferral / active EE | $6,130 | $5,724+7.1% | $5,016+22.2% | $6,688-8.3% |
| Admin fee / account holder | $2,681,295 | $17,304+15395.6% | $11,033+24202.3% | $13,397+19914.2% |