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 | $22,143 | $95,803-76.9% | $113,168-80.4% | $84,808-73.9% |
| Participation rate | 78.7% | 72.9%+5.8pp | 76.6%+2.1pp | 68.3%+10.4pp |
| Annual return | 19.43% | 25.00%-5.6pp | 24.27%-4.8pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,898 | $2,360-19.6% | $2,975-36.2% | $2,631-27.9% |
| Participant deferral / active EE | $3,179 | $4,242-25.1% | $5,107-37.8% | $4,212-24.5% |
| Admin fee / account holder | $2,303 | $8,989-74.4% | $12,068-80.9% | $7,344-68.6% |