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 3-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 | $8,696 | $42,894-79.7% | $60,874-85.7% | $68,494-87.3% |
| Participation rate | 92.3% | 66.8%+25.5pp | 73.1%+19.2pp | 67.9%+24.4pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,682 | $1,978-14.9% | $2,701-37.7% | $2,596-35.2% |
| Participant deferral / active EE | $12,024 | $2,867+319.4% | $3,817+215.0% | $4,027+198.6% |
| Admin fee / account holder | $5,536 | $3,101+78.5% | $3,224+71.7% | $5,403+2.5% |