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 | $2,080 | $100,852-97.9% | $90,404-97.7% | $158,922-98.7% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 71.05% | 1724.20%-1653.1pp | 1293.02%-1222.0pp | 302.83%-231.8pp |
| Employer contribution / active EE | $1,009 | $3,689-72.7% | $3,262-69.1% | $4,761-78.8% |
| Participant deferral / active EE | $1,613 | $4,348-62.9% | $3,963-59.3% | $5,982-73.0% |
| Admin fee / account holder | $384 | $6,501-94.1% | $5,611-93.2% | $11,246-96.6% |