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 | $21,353 | $71,883-70.3% | $86,677-75.4% | $68,494-68.8% |
| Participation rate | 94.0% | 72.2%+21.8pp | 76.6%+17.5pp | 67.9%+26.1pp |
| Annual return | -7.32% | 3.52%-10.8pp | 35.91%-43.2pp | -7.84%+0.5pp |
| Employer contribution / active EE | $949 | $2,173-56.3% | $2,836-66.6% | $2,596-63.5% |
| Participant deferral / active EE | $2,220 | $3,779-41.3% | $4,656-52.3% | $4,027-44.9% |
| Admin fee / account holder | $4,748 | $6,112-22.3% | $7,493-36.6% | $5,403-12.1% |