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 | $5,598 | $73,867-92.4% | $143,757-96.1% | $68,494-91.8% |
| Participation rate | 89.1% | 66.7%+22.5pp | 80.3%+8.8pp | 67.9%+21.2pp |
| Annual return | -17.86% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $719 | $3,184-77.4% | $4,951-85.5% | $2,596-72.3% |
| Participant deferral / active EE | $1,569 | $3,384-53.6% | $5,637-72.2% | $4,027-61.0% |
| Admin fee / account holder | $778 | $5,755-86.5% | $14,673-94.7% | $5,403-85.6% |