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 | $18,389 | $50,958-63.9% | $74,550-75.3% | $64,186-71.4% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -4.01% | -1.86%-2.2pp | 32.53%-36.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,026 | $1,115-8.0% | $1,961-47.7% | $2,381-56.9% |
| Participant deferral / active EE | $1,103 | $2,301-52.1% | $3,108-64.5% | $3,470-68.2% |
| Admin fee / account holder | $2,255 | $4,223-46.6% | $5,060-55.4% | $4,888-53.9% |