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 | $11,297 | $190,805-94.1% | $159,960-92.9% | $134,475-91.6% |
| Participation rate | 86.7% | 81.9%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -19.96% | 552.23%-572.2pp | 408.60%-428.6pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,538 | $4,995-49.2% | $4,226-39.9% | $4,740-46.4% |
| Participant deferral / active EE | $5,292 | $6,923-23.6% | $6,182-14.4% | $6,400-17.3% |
| Admin fee / account holder | $2,247 | $10,471-78.5% | $8,698-74.2% | $11,426-80.3% |