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 | $7,857 | $106,543-92.6% | $91,220-91.4% | $134,475-94.2% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -19.53% | 160.60%-180.1pp | 114.01%-133.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $784 | $3,331-76.5% | $2,850-72.5% | $4,740-83.5% |
| Participant deferral / active EE | $3,378 | $4,719-28.4% | $4,234-20.2% | $6,400-47.2% |
| Admin fee / account holder | $1,931 | $6,231-69.0% | $5,420-64.4% | $11,426-83.1% |