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 | $5,454 | $65,365-91.7% | $92,893-94.1% | $72,985-92.5% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | 69.66% | 42.10%+27.6pp | 109.41%-39.8pp | 81.00%-11.3pp |
| Employer contribution / active EE | $882 | $2,594-66.0% | $3,653-75.8% | $2,440-63.8% |
| Participant deferral / active EE | $1,506 | $3,128-51.8% | $4,236-64.4% | $3,607-58.2% |
| Admin fee / account holder | $333 | $4,251-92.2% | $5,794-94.3% | $5,124-93.5% |