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 6-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 | $17,248 | $82,664-79.1% | $125,339-86.2% | $68,494-74.8% |
| Participation rate | 72.2% | 75.0%-2.8pp | 82.4%-10.1pp | 67.9%+4.3pp |
| Annual return | -18.43% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,794 | $3,381-47.0% | $4,814-62.7% | $2,596-30.9% |
| Participant deferral / active EE | $4,220 | $6,110-30.9% | $7,446-43.3% | $4,027+4.8% |
| Admin fee / account holder | $6,499 | $6,275+3.6% | $10,010-35.1% | $5,403+20.3% |