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 | $11,810 | $131,829-91.0% | $108,579-89.1% | $273,961-95.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.46% | -91.57%+102.0pp | -51.70%+62.2pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,090 | $4,912-57.5% | $3,758-44.4% | $4,869-57.1% |
| Participant deferral / active EE | $6,476 | $5,127+26.3% | $4,311+50.2% | $5,287+22.5% |
| Admin fee / account holder | $627 | $10,252-93.9% | $7,645-91.8% | $10,132-93.8% |