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 | $5,238 | $167,307-96.9% | $143,757-96.4% | $134,475-96.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 7.40% | 0.46%+6.9pp | -0.04%+7.4pp | 417.96%-410.6pp |
| Employer contribution / active EE | $1,439 | $5,619-74.4% | $4,951-70.9% | $4,740-69.6% |
| Participant deferral / active EE | $2,532 | $6,446-60.7% | $5,637-55.1% | $6,400-60.4% |
| Admin fee / account holder | $1,052 | $18,088-94.2% | $14,673-92.8% | $11,426-90.8% |