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 | $7,531 | $76,000-90.1% | $154,107-95.1% | $64,186-88.3% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.5pp |
| Annual return | -7.29% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $446 | $3,351-86.7% | $5,298-91.6% | $2,381-81.3% |
| Participant deferral / active EE | $964 | $3,175-69.7% | $5,081-81.0% | $3,470-72.2% |
| Admin fee / account holder | $609 | $5,596-89.1% | $13,411-95.5% | $4,888-87.5% |