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 | $8,885 | $107,015-91.7% | $73,545-87.9% | $147,584-94.0% |
| Participation rate | 76.5% | 66.4%+10.1pp | 54.9%+21.5pp | 82.8%-6.4pp |
| Annual return | 23.26% | 38.25%-15.0pp | -15.16%+38.4pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,027 | $1,760-41.6% | $1,219-15.7% | $4,876-78.9% |
| Participant deferral / active EE | $1,467 | $2,462-40.4% | $1,806-18.7% | $5,439-73.0% |
| Admin fee / account holder | $330 | $3,055-89.2% | $2,320-85.8% | $10,885-97.0% |