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 5-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 | $4,383 | $158,398-97.2% | $126,539-96.5% | $142,382-96.9% |
| Participation rate | 81.3% | 75.8%+5.4pp | 69.8%+11.4pp | 80.1%+1.1pp |
| Annual return | 22.59% | 593.76%-571.2pp | 425.95%-403.4pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,142 | $4,650-75.4% | $3,674-68.9% | $4,299-73.4% |
| Participant deferral / active EE | $1,565 | $4,767-67.2% | $4,083-61.7% | $6,507-75.9% |
| Admin fee / account holder | $754 | $6,918-89.1% | $6,065-87.6% | $12,624-94.0% |