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 | $3,247 | $90,600-96.4% | $79,464-95.9% | $135,375-97.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.17% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $570 | $3,068-81.4% | $2,800-79.7% | $4,779-88.1% |
| Participant deferral / active EE | $1,326 | $4,050-67.3% | $3,704-64.2% | $5,609-76.4% |
| Admin fee / account holder | $447 | $5,907-92.4% | $5,113-91.3% | $10,827-95.9% |