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 5-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 | $14,490 | $138,044-89.5% | $125,339-88.4% | $134,475-89.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -20.37% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,541 | $5,243-51.5% | $4,814-47.2% | $4,740-46.4% |
| Participant deferral / active EE | $7,840 | $7,799+0.5% | $7,446+5.3% | $6,400+22.5% |
| Admin fee / account holder | $816 | $11,571-92.9% | $10,010-91.8% | $11,426-92.9% |