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 | $13,177 | $180,449-92.7% | $154,107-91.4% | $135,375-90.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.03% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,058 | $6,035-65.9% | $5,298-61.2% | $4,779-56.9% |
| Participant deferral / active EE | $2,913 | $5,806-49.8% | $5,081-42.7% | $5,609-48.1% |
| Admin fee / account holder | $14,878 | $16,143-7.8% | $13,411+10.9% | $10,827+37.4% |