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 | $14,658 | $72,492-79.8% | $87,100-83.2% | $72,985-79.9% |
| Participation rate | 90.2% | 72.8%+17.4pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 28.62% | 24.46%+4.2pp | 28.19%+0.4pp | 81.00%-52.4pp |
| Employer contribution / active EE | $1,570 | $1,894-17.1% | $2,521-37.7% | $2,440-35.7% |
| Participant deferral / active EE | $2,868 | $3,270-12.3% | $4,049-29.2% | $3,607-20.5% |
| Admin fee / account holder | $776 | $5,055-84.6% | $7,497-89.6% | $5,124-84.9% |