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 | $14,322 | $105,998-86.5% | $92,233-84.5% | $147,584-90.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 135.40% | 50.05%+85.4pp | 176.28%-40.9pp | 578.55%-443.1pp |
| Employer contribution / active EE | $2,986 | $4,333-31.1% | $3,679-18.9% | $4,876-38.8% |
| Participant deferral / active EE | $5,640 | $4,478+25.9% | $3,897+44.7% | $5,439+3.7% |
| Admin fee / account holder | $371 | $6,332-94.1% | $5,194-92.9% | $10,885-96.6% |