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 10-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 | $6,609 | $69,518-90.5% | $59,878-89.0% | $135,375-95.1% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.7%+3.9pp | 82.6%-4.1pp |
| Annual return | 15.52% | 7.94%+7.6pp | 3.46%+12.1pp | 519.73%-504.2pp |
| Employer contribution / active EE | $1,092 | $3,235-66.2% | $2,722-59.9% | $4,779-77.1% |
| Participant deferral / active EE | $1,702 | $4,206-59.5% | $3,402-50.0% | $5,609-69.6% |
| Admin fee / account holder | $570 | $5,734-90.1% | $3,590-84.1% | $10,827-94.7% |