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 | $9,218 | $138,044-93.3% | $125,339-92.6% | $134,475-93.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -9.34% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.3pp |
| Employer contribution / active EE | $3,268 | $5,243-37.7% | $4,814-32.1% | $4,740-31.0% |
| Participant deferral / active EE | $4,815 | $7,799-38.3% | $7,446-35.3% | $6,400-24.8% |
| Admin fee / account holder | $5,401 | $11,571-53.3% | $10,010-46.0% | $11,426-52.7% |