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 | $11,429 | $96,557-88.2% | $80,975-85.9% | $273,961-95.8% |
| Participation rate | 89.5% | 79.1%+10.4pp | 75.8%+13.7pp | 83.0%+6.5pp |
| Annual return | 3.34% | 15.14%-11.8pp | 17.10%-13.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,566 | $6,598-76.3% | $5,696-72.5% | $5,287-70.4% |
| Admin fee / account holder | $3,613 | $7,492-51.8% | $5,516-34.5% | $10,132-64.3% |