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 8-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 | $8,459 | $53,777-84.3% | $134,143-93.7% | $79,858-89.4% |
| Participation rate | 94.0% | 58.8%+35.2pp | 72.2%+21.8pp | 69.6%+24.4pp |
| Annual return | 18.86% | 19.01%-0.2pp | 36.33%-17.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $510 | $1,321-61.4% | $3,704-86.2% | $2,471-79.4% |
| Participant deferral / active EE | $1,495 | $2,420-38.2% | $3,499-57.3% | $3,740-60.0% |
| Admin fee / account holder | $486 | $3,984-87.8% | $6,684-92.7% | $5,306-90.8% |