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 6-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 | $8,183 | $85,202-90.4% | $172,739-95.3% | $72,985-88.8% |
| Participation rate | 98.2% | 70.1%+28.2pp | 82.6%+15.6pp | 69.5%+28.8pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,920 | $3,324-42.3% | $5,143-62.7% | $2,440-21.3% |
| Participant deferral / active EE | $2,416 | $3,260-25.9% | $5,198-53.5% | $3,607-33.0% |
| Admin fee / account holder | $874 | $5,884-85.1% | $13,954-93.7% | $5,124-82.9% |