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 | $8,191 | $73,867-88.9% | $143,757-94.3% | $68,494-88.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -7.87% | 1.01%-8.9pp | -0.04%-7.8pp | -7.84%0pp |
| Employer contribution / active EE | $495 | $3,184-84.5% | $4,951-90.0% | $2,596-80.9% |
| Participant deferral / active EE | $1,253 | $3,384-63.0% | $5,637-77.8% | $4,027-68.9% |
| Admin fee / account holder | $3,480 | $5,755-39.5% | $14,673-76.3% | $5,403-35.6% |