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 4-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 | $18,651 | $102,317-81.8% | $146,958-87.3% | $80,856-76.9% |
| Participation rate | 72.9% | 75.8%-3.0pp | 82.2%-9.3pp | 67.6%+5.2pp |
| Annual return | 27.10% | 134.76%-107.7pp | 418.34%-391.2pp | 35.59%-8.5pp |
| Employer contribution / active EE | $1,679 | $3,713-54.8% | $4,933-66.0% | $2,755-39.0% |
| Participant deferral / active EE | $4,784 | $6,644-28.0% | $8,070-40.7% | $4,296+11.4% |
| Admin fee / account holder | $4,109 | $7,941-48.3% | $12,998-68.4% | $6,918-40.6% |