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 | $13,043 | $52,580-75.2% | $71,671-81.8% | $70,131-81.4% |
| Participation rate | 85.7% | 60.9%+24.8pp | 68.7%+17.0pp | 69.5%+16.2pp |
| Annual return | 23.36% | 20.25%+3.1pp | 20.65%+2.7pp | 73.14%-49.8pp |
| Employer contribution / active EE | $2,543 | $1,616+57.4% | $2,460+3.4% | $2,342+8.6% |
| Participant deferral / active EE | $2,547 | $2,386+6.7% | $3,438-25.9% | $3,332-23.6% |
| Admin fee / account holder | $1,336 | $3,653-63.4% | $5,558-76.0% | $4,645-71.2% |