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 | $11,527 | $99,341-88.4% | $84,750-86.4% | $273,961-95.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,771 | $4,214-58.0% | $3,574-50.5% | $4,869-63.6% |
| Participant deferral / active EE | $7,660 | $4,269+79.4% | $3,712+106.4% | $5,287+44.9% |
| Admin fee / account holder | $691 | $6,644-89.6% | $5,332-87.0% | $10,132-93.2% |