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 | $7,212 | $127,386-94.3% | $115,037-93.7% | $125,391-94.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.25% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,071 | $5,166-79.3% | $4,608-76.8% | $4,866-78.0% |
| Participant deferral / active EE | $2,500 | $6,423-61.1% | $6,026-58.5% | $5,352-53.3% |
| Admin fee / account holder | $404 | $9,516-95.8% | $8,175-95.1% | $9,540-95.8% |