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 9-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 | $18,378 | $72,404-74.6% | $110,238-83.3% | $64,186-71.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.27% | -6.29%+3.0pp | 314.74%-318.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,570 | $2,282-31.2% | $3,826-59.0% | $2,381-34.1% |
| Participant deferral / active EE | $2,184 | $3,469-37.1% | $4,672-53.3% | $3,470-37.1% |
| Admin fee / account holder | $11,647 | $5,664+105.6% | $8,547+36.3% | $4,888+138.3% |