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 6-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 | $23,952 | $94,031-74.5% | $115,768-79.3% | $82,448-70.9% |
| Participation rate | 73.3% | 70.4%+2.9pp | 74.4%-1.1pp | 68.1%+5.3pp |
| Annual return | 18.95% | 20.61%-1.7pp | 100.46%-81.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,681 | $2,323-27.7% | $2,940-42.8% | $2,551-34.1% |
| Participant deferral / active EE | $5,173 | $3,972+30.2% | $4,917+5.2% | $4,139+25.0% |
| Admin fee / account holder | $2,497 | $10,249-75.6% | $12,439-79.9% | $7,234-65.5% |