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 4-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 | $20,062 | $73,004-72.5% | $90,749-77.9% | $68,494-70.7% |
| Participation rate | 94.7% | 70.8%+23.8pp | 75.7%+19.0pp | 67.9%+26.8pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,014 | $2,193+37.5% | $2,921+3.2% | $2,596+16.1% |
| Participant deferral / active EE | $5,939 | $3,627+63.8% | $4,564+30.1% | $4,027+47.5% |
| Admin fee / account holder | $323 | $5,896-94.5% | $8,445-96.2% | $5,403-94.0% |