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 | $9,908 | $131,829-92.5% | $108,579-90.9% | $273,961-96.4% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 3.71% | -91.57%+95.3pp | -51.70%+55.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,593 | $4,912-67.6% | $3,758-57.6% | $4,869-67.3% |
| Participant deferral / active EE | $2,276 | $5,127-55.6% | $4,311-47.2% | $5,287-57.0% |
| Admin fee / account holder | $1,048 | $10,252-89.8% | $7,645-86.3% | $10,132-89.7% |