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 | $12,266 | $49,227-75.1% | $70,449-82.6% | $79,858-84.6% |
| Participation rate | 87.8% | 69.2%+18.6pp | 75.1%+12.8pp | 69.6%+18.2pp |
| Annual return | 6.80% | 30.06%-23.3pp | 109.03%-102.2pp | 31.71%-24.9pp |
| Employer contribution / active EE | $766 | $2,099-63.5% | $2,737-72.0% | $2,471-69.0% |
| Participant deferral / active EE | $1,152 | $2,768-58.4% | $3,709-68.9% | $3,740-69.2% |
| Admin fee / account holder | $965 | $2,878-66.5% | $3,845-74.9% | $5,306-81.8% |