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 | $8,608 | $90,600-90.5% | $79,464-89.2% | $135,375-93.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.15% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,756 | $3,068+22.4% | $2,800+34.1% | $4,779-21.4% |
| Participant deferral / active EE | $4,209 | $4,050+3.9% | $3,704+13.6% | $5,609-24.9% |
| Admin fee / account holder | $3,824 | $5,907-35.3% | $5,113-25.2% | $10,827-64.7% |