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 | $8,226 | $45,152-81.8% | $73,843-88.9% | $59,632-86.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.31% | 27.40%-29.7pp | 2267.84%-2270.2pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,402 | $1,902-26.3% | $2,787-49.7% | $2,203-36.3% |
| Participant deferral / active EE | $2,788 | $2,574+8.3% | $3,583-22.2% | $3,192-12.6% |
| Admin fee / account holder | $4,151 | $3,516+18.0% | $4,880-14.9% | $4,297-3.4% |