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 5-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 | $25,926 | $95,453-72.8% | $112,040-76.9% | $82,448-68.6% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.5%-6.1pp | 68.1%+2.3pp |
| Annual return | 23.41% | 23.92%-0.5pp | 24.52%-1.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $2,098 | $2,318-9.5% | $2,954-29.0% | $2,551-17.8% |
| Participant deferral / active EE | $2,956 | $4,224-30.0% | $5,098-42.0% | $4,139-28.6% |
| Admin fee / account holder | $982 | $9,013-89.1% | $12,098-91.9% | $7,234-86.4% |