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 | $8,726 | $228,332-96.2% | $185,823-95.3% | $158,922-94.5% |
| Participation rate | 79.2% | 82.3%-3.1pp | 78.0%+1.1pp | 82.0%-2.8pp |
| Annual return | 16.24% | 40.80%-24.6pp | 35.95%-19.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $705 | $4,967-85.8% | $4,087-82.7% | $4,761-85.2% |
| Participant deferral / active EE | $1,685 | $6,415-73.7% | $5,632-70.1% | $5,982-71.8% |
| Admin fee / account holder | $1,454 | $11,864-87.7% | $9,500-84.7% | $11,246-87.1% |