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 | $22,808 | $81,900-72.2% | $119,609-80.9% | $68,494-66.7% |
| Participation rate | 97.3% | 71.9%+25.4pp | 79.3%+18.1pp | 67.9%+29.4pp |
| Annual return | -15.27% | -23.82%+8.5pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $6,058 | $2,693+124.9% | $4,232+43.1% | $2,596+133.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,264 | $6,582-80.8% | $10,323-87.8% | $5,403-76.6% |