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 | $4,797 | $42,383-88.7% | $76,523-93.7% | $64,186-92.5% |
| Participation rate | 79.7% | 58.1%+21.6pp | 68.0%+11.7pp | 69.6%+10.1pp |
| Annual return | 9.53% | -16.54%+26.1pp | -0.27%+9.8pp | 7.63%+1.9pp |
| Employer contribution / active EE | $217 | $1,563-86.1% | $2,647-91.8% | $2,381-90.9% |
| Participant deferral / active EE | $1,124 | $2,566-56.2% | $3,835-70.7% | $3,470-67.6% |
| Admin fee / account holder | $1,321 | $3,198-58.7% | $4,848-72.7% | $4,888-73.0% |