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 | $7,474 | $82,664-91.0% | $125,339-94.0% | $68,494-89.1% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | 46.08% | -5.97%+52.1pp | 572.05%-526.0pp | -7.84%+53.9pp |
| Employer contribution / active EE | $2,333 | $3,381-31.0% | $4,814-51.5% | $2,596-10.1% |
| Participant deferral / active EE | $6,552 | $6,110+7.2% | $7,446-12.0% | $4,027+62.7% |
| Admin fee / account holder | $1,100 | $6,275-82.5% | $10,010-89.0% | $5,403-79.6% |