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 | $21,758 | $102,317-78.7% | $146,958-85.2% | $80,856-73.1% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 12.56% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,774 | $3,713-52.2% | $4,933-64.0% | $2,755-35.6% |
| Participant deferral / active EE | $3,568 | $6,644-46.3% | $8,070-55.8% | $4,296-16.9% |
| Admin fee / account holder | $6,128 | $7,941-22.8% | $12,998-52.9% | $6,918-11.4% |