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 10-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 | $15,199 | $127,386-88.1% | $115,037-86.8% | $125,391-87.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.29% | 31.28%-34.6pp | 26.14%-29.4pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,357 | $5,166-54.4% | $4,608-48.9% | $4,866-51.6% |
| Participant deferral / active EE | $2,781 | $6,423-56.7% | $6,026-53.9% | $5,352-48.0% |
| Admin fee / account holder | $424 | $9,516-95.5% | $8,175-94.8% | $9,540-95.6% |