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 | $5,863 | $57,065-89.7% | $75,670-92.3% | $70,131-91.6% |
| Participation rate | 75.9% | 68.1%+7.8pp | 72.3%+3.6pp | 69.5%+6.4pp |
| Annual return | 15.94% | 23.57%-7.6pp | 27.34%-11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $718 | $1,817-60.5% | $2,352-69.5% | $2,342-69.3% |
| Participant deferral / active EE | $1,046 | $2,580-59.4% | $3,142-66.7% | $3,332-68.6% |
| Admin fee / account holder | $3,847 | $3,825+0.6% | $5,800-33.7% | $4,645-17.2% |