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 7-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 | $23,366 | $110,094-78.8% | $151,611-84.6% | $68,494-65.9% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -9.87% | -10.12%+0.2pp | 3.33%-13.2pp | -7.84%-2.0pp |
| Employer contribution / active EE | $4,219 | $4,471-5.6% | $6,166-31.6% | $2,596+62.5% |
| Participant deferral / active EE | $8,012 | $6,527+22.7% | $8,363-4.2% | $4,027+99.0% |
| Admin fee / account holder | $4,526 | $7,719-41.4% | $11,616-61.0% | $5,403-16.2% |