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 | $16,541 | $142,344-88.4% | $119,609-86.2% | $134,475-87.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | 40.70% | -12.44%+53.1pp | -14.97%+55.7pp | 417.96%-377.3pp |
| Employer contribution / active EE | $3,014 | $5,222-42.3% | $4,232-28.8% | $4,740-36.4% |
| Participant deferral / active EE | $6,273 | $6,469-3.0% | $5,602+12.0% | $6,400-2.0% |
| Admin fee / account holder | $3,126 | $13,584-77.0% | $10,323-69.7% | $11,426-72.6% |