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 | $24,547 | $67,411-63.6% | $91,001-73.0% | $70,131-65.0% |
| Participation rate | 75.9% | 71.4%+4.5pp | 75.6%+0.3pp | 69.5%+6.3pp |
| Annual return | 20.03% | -40.16%+60.2pp | 4.60%+15.4pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,042 | $1,786+70.4% | $2,456+23.9% | $2,342+29.9% |
| Participant deferral / active EE | $4,284 | $2,823+51.8% | $3,547+20.8% | $3,332+28.6% |
| Admin fee / account holder | $1,945 | $4,236-54.1% | $5,417-64.1% | $4,645-58.1% |