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 | $8,101 | $168,632-95.2% | $147,614-94.5% | $125,391-93.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.25% | 77.65%-77.9pp | 61.98%-62.2pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,218 | $6,252-64.5% | $5,564-60.1% | $4,866-54.4% |
| Participant deferral / active EE | $12,165 | $5,507+120.9% | $4,895+148.5% | $5,352+127.3% |
| Admin fee / account holder | $38,150 | $13,580+180.9% | $11,611+228.6% | $9,540+299.9% |