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 7-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 | $7,822 | $42,383-81.5% | $76,523-89.8% | $64,186-87.8% |
| Participation rate | 91.5% | 58.1%+33.4pp | 68.0%+23.5pp | 69.6%+22.0pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,289 | $1,563-17.6% | $2,647-51.3% | $2,381-45.9% |
| Participant deferral / active EE | $2,563 | $2,566-0.1% | $3,835-33.2% | $3,470-26.1% |
| Admin fee / account holder | $787 | $3,198-75.4% | $4,848-83.8% | $4,888-83.9% |