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 5-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 | $22,377 | $167,484-86.6% | $151,611-85.2% | $134,475-83.4% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -17.57% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $9,177 | $6,829+34.4% | $6,166+48.8% | $4,740+93.6% |
| Participant deferral / active EE | $8,160 | $8,986-9.2% | $8,363-2.4% | $6,400+27.5% |
| Admin fee / account holder | $2,162 | $13,783-84.3% | $11,616-81.4% | $11,426-81.1% |