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 | $8,974 | $150,440-94.0% | $136,294-93.4% | $147,584-93.9% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 43.09% | 1049.08%-1006.0pp | 5155.94%-5112.9pp | 578.55%-535.5pp |
| Employer contribution / active EE | $4,957 | $5,256-5.7% | $4,695+5.6% | $4,876+1.7% |
| Participant deferral / active EE | $3,910 | $6,630-41.0% | $6,247-37.4% | $5,439-28.1% |
| Admin fee / account holder | $1,174 | $10,905-89.2% | $9,243-87.3% | $10,885-89.2% |