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 | $2,573 | $152,509-98.3% | $117,472-97.8% | $134,475-98.1% |
| Participation rate | 86.7% | 77.1%+9.6pp | 70.6%+16.1pp | 81.2%+5.4pp |
| Annual return | -16.41% | 52.99%-69.4pp | 29.74%-46.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $548 | $5,571-90.2% | $4,176-86.9% | $4,740-88.4% |
| Participant deferral / active EE | $1,833 | $4,818-61.9% | $4,070-55.0% | $6,400-71.4% |
| Admin fee / account holder | $690 | $7,004-90.1% | $5,645-87.8% | $11,426-94.0% |