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 9-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 | $6,024 | $190,805-96.8% | $159,960-96.2% | $134,475-95.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.10% | 552.23%-566.3pp | 408.60%-422.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,263 | $4,995-74.7% | $4,226-70.1% | $4,740-73.3% |
| Participant deferral / active EE | $2,128 | $6,923-69.3% | $6,182-65.6% | $6,400-66.8% |
| Admin fee / account holder | $2,278 | $10,471-78.2% | $8,698-73.8% | $11,426-80.1% |