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 | $17,296 | $153,311-88.7% | $109,313-84.2% | $273,961-93.7% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 6.81% | 29.86%-23.1pp | 22.07%-15.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,602 | $5,619-71.5% | $3,892-58.8% | $4,869-67.1% |
| Participant deferral / active EE | $883 | $3,932-77.5% | $3,166-72.1% | $5,287-83.3% |
| Admin fee / account holder | $1,436 | $8,076-82.2% | $5,666-74.7% | $10,132-85.8% |