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 | $11,660 | $176,377-93.4% | $134,143-91.3% | $158,922-92.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.74% | 63.63%-56.9pp | 36.33%-29.6pp | 302.83%-296.1pp |
| Employer contribution / active EE | $68 | $5,040-98.7% | $3,704-98.2% | $4,761-98.6% |
| Participant deferral / active EE | $452 | $4,091-88.9% | $3,499-87.1% | $5,982-92.4% |
| Admin fee / account holder | $8,134 | $8,718-6.7% | $6,684+21.7% | $11,246-27.7% |