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 | $2,973 | $138,065-97.8% | $123,544-97.6% | $135,375-97.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.07% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.8pp |
| Employer contribution / active EE | $6,795 | $5,151+31.9% | $4,628+46.8% | $4,779+42.2% |
| Participant deferral / active EE | $29,372 | $6,799+332.0% | $6,426+357.1% | $5,609+423.7% |
| Admin fee / account holder | $19,179 | $10,916+75.7% | $9,284+106.6% | $10,827+77.1% |