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 | $17,495 | $202,318-91.4% | $172,739-89.9% | $152,861-88.6% |
| Participation rate | 82.6% | 87.1%-4.4pp | 82.6%0pp | 82.4%+0.2pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,706 | $5,856-70.9% | $5,143-66.8% | $4,762-64.2% |
| Participant deferral / active EE | $4,526 | $5,948-23.9% | $5,198-12.9% | $5,850-22.6% |
| Admin fee / account holder | $661 | $17,109-96.1% | $13,954-95.3% | $11,596-94.3% |