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 | $10,794 | $76,000-85.8% | $154,107-93.0% | $64,186-83.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.71% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $808 | $3,351-75.9% | $5,298-84.7% | $2,381-66.0% |
| Participant deferral / active EE | $1,422 | $3,175-55.2% | $5,081-72.0% | $3,470-59.0% |
| Admin fee / account holder | $1,319 | $5,596-76.4% | $13,411-90.2% | $4,888-73.0% |