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 6-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 | $4,286 | $67,331-93.6% | $60,874-93.0% | $134,475-96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.81% | 49.93%-67.7pp | 16.90%-34.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $838 | $3,096-72.9% | $2,701-69.0% | $4,740-82.3% |
| Participant deferral / active EE | $2,007 | $4,538-55.8% | $3,817-47.4% | $6,400-68.6% |
| Admin fee / account holder | $564 | $4,582-87.7% | $3,224-82.5% | $11,426-95.1% |