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 10-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 | $12,945 | $99,341-87.0% | $84,750-84.7% | $273,961-95.3% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 12.35% | 22.93%-10.6pp | 22.78%-10.4pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,311 | $4,214-45.2% | $3,574-35.3% | $4,869-52.5% |
| Participant deferral / active EE | $3,160 | $4,269-26.0% | $3,712-14.9% | $5,287-40.2% |
| Admin fee / account holder | $320 | $6,644-95.2% | $5,332-94.0% | $10,132-96.8% |