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 | $9,882 | $55,706-82.3% | $75,886-87.0% | $72,985-86.5% |
| Participation rate | 76.6% | 61.1%+15.5pp | 69.3%+7.3pp | 69.5%+7.1pp |
| Annual return | 16.98% | 27.59%-10.6pp | 30.76%-13.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,341 | $1,687-20.5% | $2,500-46.4% | $2,440-45.0% |
| Participant deferral / active EE | $3,162 | $2,634+20.1% | $3,603-12.2% | $3,607-12.3% |
| Admin fee / account holder | $1,661 | $3,978-58.2% | $5,418-69.3% | $5,124-67.6% |