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 | $18,003 | $167,484-89.3% | $151,611-88.1% | $134,475-86.6% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -15.53% | 7.80%-23.3pp | 3.33%-18.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,063 | $6,829-55.1% | $6,166-50.3% | $4,740-35.4% |
| Participant deferral / active EE | $8,697 | $8,986-3.2% | $8,363+4.0% | $6,400+35.9% |
| Admin fee / account holder | $1,868 | $13,783-86.4% | $11,616-83.9% | $11,426-83.7% |