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 | $5,284 | $133,958-96.1% | $112,228-95.3% | $134,475-96.1% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.1%-1.4pp | 81.2%-7.5pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,832 | $4,038-54.6% | $3,635-49.6% | $4,740-61.4% |
| Participant deferral / active EE | $3,062 | $5,291-42.1% | $4,728-35.2% | $6,400-52.2% |
| Admin fee / account holder | $578 | $7,489-92.3% | $6,410-91.0% | $11,426-94.9% |