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 | $12,890 | $127,386-89.9% | $115,037-88.8% | $125,391-89.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,335 | $5,166-35.5% | $4,608-27.6% | $4,866-31.5% |
| Participant deferral / active EE | $10,858 | $6,423+69.0% | $6,026+80.2% | $5,352+102.9% |
| Admin fee / account holder | $871 | $9,516-90.8% | $8,175-89.3% | $9,540-90.9% |