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 | $9,367 | $102,966-90.9% | $90,281-89.6% | $152,861-93.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 18.78% | 95.16%-76.4pp | 78.10%-59.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,035 | $3,139-35.2% | $2,854-28.7% | $4,762-57.3% |
| Participant deferral / active EE | $1,887 | $4,281-55.9% | $3,885-51.4% | $5,850-67.8% |
| Admin fee / account holder | $2,295 | $6,171-62.8% | $5,351-57.1% | $11,596-80.2% |