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 | $18,963 | $197,825-90.4% | $155,790-87.8% | $125,391-84.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 76.1%+15.6pp | 83.2%+8.5pp |
| Annual return | -0.78% | 86.74%-87.5pp | 71.54%-72.3pp | 282.22%-283.0pp |
| Employer contribution / active EE | $6,144 | $4,847+26.8% | $3,836+60.2% | $4,866+26.3% |
| Participant deferral / active EE | $3,162 | $5,630-43.8% | $4,797-34.1% | $5,352-40.9% |
| Admin fee / account holder | $6,485 | $9,545-32.1% | $7,478-13.3% | $9,540-32.0% |