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 | $1,530 | $158,398-99.0% | $126,539-98.8% | $142,382-98.9% |
| Participation rate | 72.7% | 75.8%-3.1pp | 69.8%+2.9pp | 80.1%-7.4pp |
| Annual return | 89.85% | 593.76%-503.9pp | 425.95%-336.1pp | 217.08%-127.2pp |
| Employer contribution / active EE | $64 | $4,650-98.6% | $3,674-98.3% | $4,299-98.5% |
| Participant deferral / active EE | $633 | $4,767-86.7% | $4,083-84.5% | $6,507-90.3% |
| Admin fee / account holder | $492 | $6,918-92.9% | $6,065-91.9% | $12,624-96.1% |