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 | $17,113 | $92,222-81.4% | $76,768-77.7% | $135,375-87.4% |
| Participation rate | 84.2% | 79.8%+4.4pp | 77.0%+7.2pp | 82.6%+1.6pp |
| Annual return | -6.35% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,346 | $3,216-58.2% | $2,485-45.8% | $4,779-71.8% |
| Participant deferral / active EE | $3,491 | $4,509-22.6% | $3,852-9.4% | $5,609-37.8% |
| Admin fee / account holder | $6,815 | $10,748-36.6% | $6,675+2.1% | $10,827-37.1% |