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 | $17,514 | $50,958-65.6% | $74,550-76.5% | $64,186-72.7% |
| Participation rate | 78.8% | 61.1%+17.8pp | 69.1%+9.7pp | 69.6%+9.3pp |
| Annual return | -6.60% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,258 | $1,115+12.8% | $1,961-35.8% | $2,381-47.2% |
| Participant deferral / active EE | $3,396 | $2,301+47.6% | $3,108+9.3% | $3,470-2.1% |
| Admin fee / account holder | $2,965 | $4,223-29.8% | $5,060-41.4% | $4,888-39.3% |