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 | $12,246 | $75,828-83.9% | $147,614-91.7% | $59,632-79.5% |
| Participation rate | 92.6% | 71.6%+21.0pp | 84.6%+8.0pp | 68.7%+23.9pp |
| Annual return | -1.63% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $439 | $3,485-87.4% | $5,564-92.1% | $2,203-80.1% |
| Participant deferral / active EE | $1,752 | $3,130-44.0% | $4,895-64.2% | $3,192-45.1% |
| Admin fee / account holder | $3,684 | $5,985-38.4% | $11,611-68.3% | $4,297-14.3% |