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 | $16,869 | $69,977-75.9% | $108,579-84.5% | $62,891-73.2% |
| Participation rate | 83.8% | 72.9%+10.9pp | 79.6%+4.2pp | 69.3%+14.5pp |
| Annual return | 7.07% | 10.73%-3.7pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $866 | $2,135-59.4% | $3,758-77.0% | $2,281-62.0% |
| Participant deferral / active EE | $5,307 | $3,165+67.7% | $4,311+23.1% | $3,203+65.7% |
| Admin fee / account holder | $465 | $5,076-90.8% | $7,645-93.9% | $4,296-89.2% |