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 | $19,359 | $62,586-69.1% | $76,768-74.8% | $64,186-69.8% |
| Participation rate | 89.7% | 72.8%+16.9pp | 77.0%+12.8pp | 69.6%+20.2pp |
| Annual return | -5.66% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,268 | $1,832+23.8% | $2,485-8.7% | $2,381-4.7% |
| Participant deferral / active EE | $3,104 | $3,145-1.3% | $3,852-19.4% | $3,470-10.5% |
| Admin fee / account holder | $2,917 | $4,667-37.5% | $6,675-56.3% | $4,888-40.3% |