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 | $11,863 | $79,633-85.1% | $93,789-87.4% | $68,494-82.7% |
| Participation rate | 84.0% | 75.4%+8.6pp | 81.0%+3.0pp | 67.9%+16.1pp |
| Annual return | -13.47% | -0.10%-13.4pp | -11.33%-2.1pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,618 | $3,665-55.9% | $4,323-62.6% | $2,596-37.7% |
| Participant deferral / active EE | $2,212 | $5,158-57.1% | $6,094-63.7% | $4,027-45.1% |
| Admin fee / account holder | $1,056 | $6,871-84.6% | $7,195-85.3% | $5,403-80.5% |