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 7-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 | $12,446 | $71,050-82.5% | $93,606-86.7% | $80,856-84.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 16.56% | 11.26%+5.3pp | 133.20%-116.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,174 | $1,564+39.0% | $2,420-10.2% | $2,755-21.1% |
| Participant deferral / active EE | $4,066 | $4,034+0.8% | $4,411-7.8% | $4,296-5.4% |
| Admin fee / account holder | $535 | $6,945-92.3% | $8,285-93.5% | $6,918-92.3% |