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 5-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 | $8,891 | $82,664-89.2% | $125,339-92.9% | $68,494-87.0% |
| Participation rate | 96.6% | 75.0%+21.6pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | 20.98% | -5.97%+26.9pp | 572.05%-551.1pp | -7.84%+28.8pp |
| Employer contribution / active EE | $2,074 | $3,381-38.7% | $4,814-56.9% | $2,596-20.1% |
| Participant deferral / active EE | $3,672 | $6,110-39.9% | $7,446-50.7% | $4,027-8.8% |
| Admin fee / account holder | $628 | $6,275-90.0% | $10,010-93.7% | $5,403-88.4% |