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 | $13,853 | $103,376-86.6% | $87,100-84.1% | $152,861-90.9% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 30.09% | 28.10%+2.0pp | 28.19%+1.9pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,531 | $3,220-52.5% | $2,521-39.3% | $4,762-67.9% |
| Participant deferral / active EE | $4,263 | $4,778-10.8% | $4,049+5.3% | $5,850-27.1% |
| Admin fee / account holder | $543 | $12,205-95.6% | $7,497-92.8% | $11,596-95.3% |