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 | $11,757 | $99,020-88.1% | $86,590-86.4% | $147,584-92.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.65% | 1312.34%-1299.7pp | 964.84%-952.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $6,735 | $3,132+115.0% | $2,839+137.2% | $4,876+38.1% |
| Participant deferral / active EE | $12,000 | $3,972+202.1% | $3,609+232.5% | $5,439+120.6% |
| Admin fee / account holder | $95,560 | $5,710+1573.5% | $4,906+1848.0% | $10,885+777.9% |