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 | $14,340 | $158,817-91.0% | $121,196-88.2% | $135,375-89.4% |
| Participation rate | 95.0% | 79.3%+15.7pp | 71.7%+23.3pp | 82.6%+12.4pp |
| Annual return | -0.84% | -0.64%-0.2pp | 16.93%-17.8pp | 519.73%-520.6pp |
| Employer contribution / active EE | $1,240 | $5,665-78.1% | $4,022-69.2% | $4,779-74.1% |
| Participant deferral / active EE | $2,492 | $4,005-37.8% | $3,344-25.5% | $5,609-55.6% |
| Admin fee / account holder | $3,074 | $6,512-52.8% | $5,019-38.8% | $10,827-71.6% |