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 | $12,711 | $68,346-81.4% | $94,646-86.6% | $75,163-83.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 25.22% | 616.93%-591.7pp | 156.71%-131.5pp | 160.62%-135.4pp |
| Employer contribution / active EE | $2,049 | $2,701-24.1% | $3,672-44.2% | $2,670-23.3% |
| Participant deferral / active EE | $4,022 | $6,537-38.5% | $7,418-45.8% | $4,125-2.5% |
| Admin fee / account holder | $387 | $5,326-92.7% | $7,231-94.7% | $5,651-93.2% |