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 | $23,332 | $167,484-86.1% | $151,611-84.6% | $134,475-82.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -9.27% | 7.80%-17.1pp | 3.33%-12.6pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,871 | $6,829-72.6% | $6,166-69.7% | $4,740-60.5% |
| Participant deferral / active EE | $5,820 | $8,986-35.2% | $8,363-30.4% | $6,400-9.1% |
| Admin fee / account holder | $44,121 | $13,783+220.1% | $11,616+279.8% | $11,426+286.2% |