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 | $16,682 | $90,745-81.6% | $130,231-87.2% | $75,163-77.8% |
| Participation rate | 81.5% | 71.1%+10.4pp | 76.3%+5.2pp | 67.2%+14.3pp |
| Annual return | 0.00% | 34.45%-34.5pp | 38.77%-38.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $13,810 | $3,314+316.8% | $4,126+234.7% | $2,670+417.3% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,063 | $6,331-35.8% | $6,020-32.5% | $5,651-28.1% |