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 8-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 | $38,815 | $148,978-73.9% | $200,582-80.6% | $84,808-54.2% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 20.19% | 28.16%-8.0pp | 42.33%-22.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,039 | $4,815-16.1% | $6,419-37.1% | $2,631+53.5% |
| Participant deferral / active EE | $5,270 | $7,142-26.2% | $9,331-43.5% | $4,212+25.1% |
| Admin fee / account holder | $3,281 | $13,977-76.5% | $16,305-79.9% | $7,344-55.3% |