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 3-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 | $8,392 | $108,919-92.3% | $100,391-91.6% | $145,922-94.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 548.93% | 57.88%+491.0pp | 49.20%+499.7pp | 561.29%-12.4pp |
| Employer contribution / active EE | $1,179 | $4,419-73.3% | $3,942-70.1% | $4,660-74.7% |
| Participant deferral / active EE | $5,629 | $8,445-33.3% | $8,082-30.3% | $6,688-15.8% |
| Admin fee / account holder | $2,041 | $9,689-78.9% | $7,899-74.2% | $13,397-84.8% |