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 | $12,269 | $64,707-81.0% | $112,228-89.1% | $68,494-82.1% |
| Participation rate | 87.1% | 67.2%+19.9pp | 75.1%+12.0pp | 67.9%+19.2pp |
| Annual return | -18.78% | -11.40%-7.4pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,091 | $3,565+70.9% | $4,728+28.8% | $4,027+51.2% |
| Admin fee / account holder | $1,715 | $5,232-67.2% | $6,410-73.2% | $5,403-68.2% |