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 | $6,239 | $35,183-82.3% | $73,545-91.5% | $70,131-91.1% |
| Participation rate | 72.4% | 42.9%+29.5pp | 54.9%+17.5pp | 69.5%+2.9pp |
| Annual return | 31.12% | 26.90%+4.2pp | -15.16%+46.3pp | 73.14%-42.0pp |
| Employer contribution / active EE | $1,113 | $709+57.0% | $1,219-8.7% | $2,342-52.5% |
| Participant deferral / active EE | $2,459 | $1,220+101.6% | $1,806+36.2% | $3,332-26.2% |
| Admin fee / account holder | $1,055 | $2,302-54.2% | $2,320-54.5% | $4,645-77.3% |