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 | $15,751 | $57,354-72.5% | $83,848-81.2% | $64,186-75.5% |
| Participation rate | 93.8% | 68.6%+25.1pp | 76.1%+17.6pp | 69.6%+24.2pp |
| Annual return | -6.82% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $946 | $2,545-62.8% | $3,631-73.9% | $2,381-60.3% |
| Participant deferral / active EE | $2,727 | $2,993-8.9% | $4,082-33.2% | $3,470-21.4% |
| Admin fee / account holder | $3,928 | $4,046-2.9% | $5,478-28.3% | $4,888-19.6% |