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 8-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 | $3,021 | $57,354-94.7% | $83,848-96.4% | $64,186-95.3% |
| Participation rate | 72.2% | 68.6%+3.6pp | 76.1%-3.9pp | 69.6%+2.7pp |
| Annual return | -3.95% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,212 | $2,545-52.4% | $3,631-66.6% | $2,381-49.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,295 | $4,046-68.0% | $5,478-76.4% | $4,888-73.5% |