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 | $6,855 | $104,106-93.4% | $71,086-90.4% | $135,375-94.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.02% | 1256.30%-1262.3pp | 650.59%-656.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $351 | $1,485-76.4% | $1,088-67.8% | $4,779-92.7% |
| Participant deferral / active EE | $1,493 | $2,527-40.9% | $1,874-20.3% | $5,609-73.4% |
| Admin fee / account holder | $324 | $4,142-92.2% | $3,082-89.5% | $10,827-97.0% |