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 | $17,558 | $67,411-74.0% | $91,001-80.7% | $70,131-75.0% |
| Participation rate | 92.3% | 71.4%+20.9pp | 75.6%+16.7pp | 69.5%+22.8pp |
| Annual return | 19.92% | -40.16%+60.1pp | 4.60%+15.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,061 | $1,786-40.6% | $2,456-56.8% | $2,342-54.7% |
| Participant deferral / active EE | $2,376 | $2,823-15.8% | $3,547-33.0% | $3,332-28.7% |
| Admin fee / account holder | $523 | $4,236-87.7% | $5,417-90.4% | $4,645-88.8% |