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 | $14,665 | $73,933-80.2% | $96,683-84.8% | $75,163-80.5% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | 24.57% | 26.70%-2.1pp | 35.69%-11.1pp | 160.62%-136.0pp |
| Employer contribution / active EE | $2,152 | $2,928-26.5% | $3,737-42.4% | $2,670-19.4% |
| Participant deferral / active EE | $3,946 | $3,659+7.9% | $4,878-19.1% | $4,125-4.3% |
| Admin fee / account holder | $1,000 | $5,216-80.8% | $6,730-85.1% | $5,651-82.3% |