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 9-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 | $9,734 | $85,202-88.6% | $172,739-94.4% | $72,985-86.7% |
| Participation rate | 72.9% | 70.1%+2.9pp | 82.6%-9.7pp | 69.5%+3.4pp |
| Annual return | 21.45% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,049 | $3,324-68.4% | $5,143-79.6% | $2,440-57.0% |
| Participant deferral / active EE | $1,205 | $3,260-63.0% | $5,198-76.8% | $3,607-66.6% |
| Admin fee / account holder | $426 | $5,884-92.8% | $13,954-96.9% | $5,124-91.7% |