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 4-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 | $13,183 | $150,187-91.2% | $120,354-89.0% | $145,922-91.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.03% | 154.07%-142.0pp | 107.15%-95.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,722 | $4,348-60.4% | $3,463-50.3% | $4,660-63.0% |
| Participant deferral / active EE | $2,229 | $6,173-63.9% | $4,991-55.3% | $6,688-66.7% |
| Admin fee / account holder | $416 | $12,207-96.6% | $9,423-95.6% | $13,397-96.9% |