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 | $14,293 | $211,958-93.3% | $169,463-91.6% | $135,375-89.4% |
| Participation rate | 93.3% | 82.6%+10.7pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -4.84% | 3.26%-8.1pp | 1.83%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,693 | $5,120-66.9% | $4,159-59.3% | $4,779-64.6% |
| Participant deferral / active EE | $2,764 | $6,075-54.5% | $5,277-47.6% | $5,609-50.7% |
| Admin fee / account holder | $10,917 | $11,471-4.8% | $9,109+19.8% | $10,827+0.8% |