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 | $5,596 | $158,817-96.5% | $121,196-95.4% | $135,375-95.9% |
| Participation rate | 94.7% | 79.3%+15.4pp | 71.7%+23.0pp | 82.6%+12.1pp |
| Annual return | -4.21% | -0.64%-3.6pp | 16.93%-21.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,872 | $4,005-28.3% | $3,344-14.1% | $5,609-48.8% |
| Admin fee / account holder | $5,507 | $6,512-15.4% | $5,019+9.7% | $10,827-49.1% |