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 9-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 | $6,490 | $90,600-92.8% | $79,464-91.8% | $135,375-95.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.07% | 977.43%-981.5pp | 718.14%-722.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $542 | $3,068-82.3% | $2,800-80.6% | $4,779-88.7% |
| Participant deferral / active EE | $1,204 | $4,050-70.3% | $3,704-67.5% | $5,609-78.5% |
| Admin fee / account holder | $4,504 | $5,907-23.8% | $5,113-11.9% | $10,827-58.4% |