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 | $18,949 | $138,065-86.3% | $123,544-84.7% | $135,375-86.0% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | -7.45% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,522 | $5,151-70.5% | $4,628-67.1% | $4,779-68.2% |
| Participant deferral / active EE | $2,741 | $6,799-59.7% | $6,426-57.3% | $5,609-51.1% |
| Admin fee / account holder | $1,321 | $10,916-87.9% | $9,284-85.8% | $10,827-87.8% |