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 | $7,909 | $82,664-90.4% | $125,339-93.7% | $68,494-88.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 23.42% | -5.97%+29.4pp | 572.05%-548.6pp | -7.84%+31.3pp |
| Employer contribution / active EE | $2,734 | $3,381-19.1% | $4,814-43.2% | $2,596+5.3% |
| Participant deferral / active EE | $4,214 | $6,110-31.0% | $7,446-43.4% | $4,027+4.6% |
| Admin fee / account holder | $1,775 | $6,275-71.7% | $10,010-82.3% | $5,403-67.2% |