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 | $11,014 | $99,020-88.9% | $86,590-87.3% | $147,584-92.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.69% | 1312.34%-1288.6pp | 964.84%-941.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,060 | $3,132-34.2% | $2,839-27.4% | $4,876-57.8% |
| Participant deferral / active EE | $2,134 | $3,972-46.3% | $3,609-40.9% | $5,439-60.8% |
| Admin fee / account holder | $3,789 | $5,710-33.6% | $4,906-22.8% | $10,885-65.2% |