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 | $19,664 | $180,449-89.1% | $154,107-87.2% | $135,375-85.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.66% | 888.09%-894.7pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,801 | $6,035-70.2% | $5,298-66.0% | $4,779-62.3% |
| Participant deferral / active EE | $7,967 | $5,806+37.2% | $5,081+56.8% | $5,609+42.0% |
| Admin fee / account holder | $1,747 | $16,143-89.2% | $13,411-87.0% | $10,827-83.9% |