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 | $9,236 | $102,604-91.0% | $86,188-89.3% | $139,434-93.4% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 24.59% | 1922.51%-1897.9pp | 1168.45%-1143.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,430 | $3,032-52.9% | $2,380-39.9% | $4,751-69.9% |
| Participant deferral / active EE | $1,991 | $4,676-57.4% | $3,985-50.0% | $6,710-70.3% |
| Admin fee / account holder | $611 | $8,657-92.9% | $6,852-91.1% | $11,403-94.6% |