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 8-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 | $20,336 | $70,428-71.1% | $96,562-78.9% | $85,850-76.3% |
| Participation rate | 94.1% | 61.8%+32.3pp | 69.8%+24.3pp | 69.3%+24.8pp |
| Annual return | 13.45% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,860 | $1,413+102.4% | $2,356+21.3% | $2,565+11.5% |
| Participant deferral / active EE | $1,699 | $2,894-41.3% | $3,849-55.9% | $3,952-57.0% |
| Admin fee / account holder | $600 | $4,997-88.0% | $6,181-90.3% | $6,260-90.4% |