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 | $16,946 | $50,958-66.7% | $74,550-77.3% | $64,186-73.6% |
| Participation rate | 83.9% | 61.1%+22.8pp | 69.1%+14.7pp | 69.6%+14.3pp |
| Annual return | -7.99% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,287 | $1,115+15.4% | $1,961-34.4% | $2,381-45.9% |
| Participant deferral / active EE | $3,553 | $2,301+54.4% | $3,108+14.3% | $3,470+2.4% |
| Admin fee / account holder | $1,724 | $4,223-59.2% | $5,060-65.9% | $4,888-64.7% |