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 8-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 | $26,921 | $110,094-75.5% | $151,611-82.2% | $68,494-60.7% |
| Participation rate | 97.0% | 84.0%+13.1pp | 87.5%+9.5pp | 67.9%+29.1pp |
| Annual return | -15.41% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,077 | $4,471-53.6% | $6,166-66.3% | $2,596-20.0% |
| Participant deferral / active EE | $3,069 | $6,527-53.0% | $8,363-63.3% | $4,027-23.8% |
| Admin fee / account holder | $4,010 | $7,719-48.1% | $11,616-65.5% | $5,403-25.8% |