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 | $11,683 | $105,860-89.0% | $90,749-87.1% | $134,475-91.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.43% | -11.01%-3.4pp | -12.16%-2.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,591 | $3,462-25.2% | $2,921-11.3% | $4,740-45.3% |
| Participant deferral / active EE | $3,650 | $5,216-30.0% | $4,564-20.0% | $6,400-43.0% |
| Admin fee / account holder | $5,012 | $13,938-64.0% | $8,445-40.7% | $11,426-56.1% |