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 10-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 | $5,304 | $90,600-94.1% | $79,464-93.3% | $135,375-96.1% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -2.07% | 977.43%-979.5pp | 718.14%-720.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,250 | $3,068-59.3% | $2,800-55.4% | $4,779-73.8% |
| Participant deferral / active EE | $1,043 | $4,050-74.2% | $3,704-71.8% | $5,609-81.4% |
| Admin fee / account holder | $8,176 | $5,907+38.4% | $5,113+59.9% | $10,827-24.5% |