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 | $22,369 | $147,167-84.8% | $111,392-79.9% | $135,375-83.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.91% | -4.44%-0.5pp | -2.06%-2.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,309 | $5,204-55.6% | $4,328-46.6% | $4,779-51.7% |
| Participant deferral / active EE | $7,846 | $6,565+19.5% | $5,567+40.9% | $5,609+39.9% |
| Admin fee / account holder | $1,449 | $20,270-92.9% | $12,266-88.2% | $10,827-86.6% |