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 | $5,222 | $106,890-95.1% | $84,015-93.8% | $152,861-96.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.06% | 104.99%-85.9pp | 71.31%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $977 | $2,734-64.3% | $1,983-50.8% | $4,762-79.5% |
| Participant deferral / active EE | $1,144 | $4,011-71.5% | $3,239-64.7% | $5,850-80.5% |
| Admin fee / account holder | $1,159 | $8,285-86.0% | $6,101-81.0% | $11,596-90.0% |