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 6-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 | $3,612 | $96,635-96.3% | $86,612-95.8% | $139,434-97.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 12.50% | 106.41%-93.9pp | 591.07%-578.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,813 | $3,263-44.4% | $3,022-40.0% | $4,751-61.8% |
| Participant deferral / active EE | $859 | $4,836-82.2% | $4,438-80.6% | $6,710-87.2% |
| Admin fee / account holder | $2,163 | $6,408-66.2% | $5,614-61.5% | $11,403-81.0% |