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 | $15,969 | $111,301-85.7% | $112,977-85.9% | $158,922-90.0% |
| Participation rate | 83.3% | 83.5%-0.2pp | 82.6%+0.8pp | 82.0%+1.4pp |
| Annual return | 11.22% | 26.40%-15.2pp | 24.24%-13.0pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,134 | $4,471-52.3% | $4,255-49.8% | $4,761-55.2% |
| Participant deferral / active EE | $5,364 | $5,880-8.8% | $5,836-8.1% | $5,982-10.3% |
| Admin fee / account holder | $9,646 | $8,392+14.9% | $6,294+53.3% | $11,246-14.2% |