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 | $11,163 | $133,958-91.7% | $112,228-90.1% | $134,475-91.7% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -12.82% | 47.11%-59.9pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,598 | $4,038-35.7% | $3,635-28.5% | $4,740-45.2% |
| Participant deferral / active EE | $2,404 | $5,291-54.6% | $4,728-49.2% | $6,400-62.4% |
| Admin fee / account holder | $406 | $7,489-94.6% | $6,410-93.7% | $11,426-96.4% |