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 4-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 | $6,548 | $96,635-93.2% | $86,612-92.4% | $139,434-95.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 32.80% | 106.41%-73.6pp | 591.07%-558.3pp | 372.94%-340.1pp |
| Employer contribution / active EE | $1,892 | $3,263-42.0% | $3,022-37.4% | $4,751-60.2% |
| Participant deferral / active EE | $2,894 | $4,836-40.1% | $4,438-34.8% | $6,710-56.9% |
| Admin fee / account holder | $792 | $6,408-87.6% | $5,614-85.9% | $11,403-93.1% |