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 6-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 | $29,161 | $183,963-84.1% | $162,163-82.0% | $152,861-80.9% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.6%-6.6pp | 82.4%-1.5pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,145 | $6,371-34.9% | $5,614-26.2% | $4,762-13.0% |
| Participant deferral / active EE | $7,201 | $8,034-10.4% | $7,298-1.3% | $5,850+23.1% |
| Admin fee / account holder | $1,280 | $13,121-90.2% | $10,843-88.2% | $11,596-89.0% |