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 | $3,701 | $104,664-96.5% | $85,682-95.7% | $167,490-97.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.16% | 21.45%-5.3pp | 21.49%-5.3pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,017 | $3,337-69.5% | $2,618-61.1% | $4,837-79.0% |
| Participant deferral / active EE | $1,693 | $4,824-64.9% | $3,923-56.8% | $6,341-73.3% |
| Admin fee / account holder | $1,775 | $10,032-82.3% | $6,873-74.2% | $12,309-85.6% |