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 | $14,135 | $171,865-91.8% | $149,718-90.6% | $147,584-90.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 22.83% | 2113.22%-2090.4pp | 1501.63%-1478.8pp | 578.55%-555.7pp |
| Employer contribution / active EE | $4,586 | $6,275-26.9% | $5,445-15.8% | $4,876-6.0% |
| Participant deferral / active EE | $4,046 | $7,271-44.4% | $6,569-38.4% | $5,439-25.6% |
| Admin fee / account holder | $325 | $13,799-97.6% | $11,283-97.1% | $10,885-97.0% |