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 | $7,154 | $64,348-88.9% | $90,160-92.1% | $70,131-89.8% |
| Participation rate | 92.6% | 70.4%+22.2pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 31.05% | 28.13%+2.9pp | 34.88%-3.8pp | 73.14%-42.1pp |
| Employer contribution / active EE | $1,909 | $2,046-6.7% | $3,318-42.5% | $2,342-18.5% |
| Participant deferral / active EE | $3,736 | $4,389-14.9% | $5,288-29.3% | $3,332+12.1% |
| Admin fee / account holder | $989 | $3,944-74.9% | $5,943-83.4% | $4,645-78.7% |