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 8-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 | $25,138 | $160,055-84.3% | $140,016-82.0% | $135,375-81.4% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.5%-6.5pp | 82.6%-1.7pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $11,276 | $6,420+75.6% | $5,606+101.2% | $4,779+136.0% |
| Participant deferral / active EE | $9,781 | $7,642+28.0% | $6,927+41.2% | $5,609+74.4% |
| Admin fee / account holder | $3,728 | $13,328-72.0% | $10,705-65.2% | $10,827-65.6% |