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 7-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 | $25,415 | $293,860-91.4% | $237,244-89.3% | $357,791-92.9% |
| Participation rate | 0.0% | 84.2%-84.2pp | 80.3%-80.3pp | 85.6%-85.6pp |
| Annual return | 14.34% | 4677.97%-4663.6pp | 4131.29%-4116.9pp | 396.79%-382.5pp |
| Employer contribution / active EE | $0 | $5,523-100.0% | $4,351-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,397-100.0% | $4,056-100.0% | $5,521-100.0% |
| Admin fee / account holder | $13,956 | $21,223-34.2% | $18,030-22.6% | $28,387-50.8% |