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 | $10,506 | $73,515-85.7% | $62,995-83.3% | $147,584-92.9% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.8%+2.1pp | 82.8%-5.9pp |
| Annual return | 11.06% | 175.43%-164.4pp | 87.57%-76.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,170 | $3,320-64.8% | $2,759-57.6% | $4,876-76.0% |
| Participant deferral / active EE | $1,436 | $4,185-65.7% | $3,329-56.9% | $5,439-73.6% |
| Admin fee / account holder | $2,110 | $5,953-64.6% | $3,600-41.4% | $10,885-80.6% |