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 | $3,191 | $52,380-93.9% | $98,755-96.8% | $85,850-96.3% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 25.82%-25.8pp | 49.91%-49.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,356 | $1,337+76.2% | $2,067+14.0% | $2,565-8.2% |
| Participant deferral / active EE | $1,228 | $2,101-41.5% | $3,035-59.5% | $3,952-68.9% |
| Admin fee / account holder | $386 | $3,865-90.0% | $4,076-90.5% | $6,260-93.8% |