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 6-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 | $4,309 | $93,024-95.4% | $77,024-94.4% | $134,475-96.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.38% | 62.60%-83.0pp | 42.32%-62.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,667 | $3,418-51.2% | $2,812-40.7% | $4,740-64.8% |
| Participant deferral / active EE | $2,488 | $5,238-52.5% | $4,426-43.8% | $6,400-61.1% |
| Admin fee / account holder | $312 | $6,944-95.5% | $5,425-94.2% | $11,426-97.3% |