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 | $17,070 | $71,883-76.3% | $86,677-80.3% | $68,494-75.1% |
| Participation rate | 78.4% | 72.2%+6.1pp | 76.6%+1.8pp | 67.9%+10.5pp |
| Annual return | 1.46% | 3.52%-2.1pp | 35.91%-34.5pp | -7.84%+9.3pp |
| Employer contribution / active EE | $2,871 | $2,173+32.2% | $2,836+1.2% | $2,596+10.6% |
| Participant deferral / active EE | $6,857 | $3,779+81.5% | $4,656+47.3% | $4,027+70.3% |
| Admin fee / account holder | $3,892 | $6,112-36.3% | $7,493-48.1% | $5,403-28.0% |