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 | $6,564 | $95,193-93.1% | $76,523-91.4% | $135,375-95.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.14% | 4.85%-14.0pp | -0.27%-8.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,121 | $3,302-66.1% | $2,647-57.7% | $4,779-76.5% |
| Participant deferral / active EE | $4,238 | $4,639-8.7% | $3,835+10.5% | $5,609-24.4% |
| Admin fee / account holder | $512 | $6,249-91.8% | $4,848-89.4% | $10,827-95.3% |