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 | $13,832 | $73,004-81.1% | $90,749-84.8% | $68,494-79.8% |
| Participation rate | 90.9% | 70.8%+20.1pp | 75.7%+15.2pp | 67.9%+23.0pp |
| Annual return | -11.17% | -13.81%+2.6pp | -12.16%+1.0pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,503 | $2,193-31.5% | $2,921-48.5% | $2,596-42.1% |
| Participant deferral / active EE | $3,669 | $3,627+1.2% | $4,564-19.6% | $4,027-8.9% |
| Admin fee / account holder | $973 | $5,896-83.5% | $8,445-88.5% | $5,403-82.0% |