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 | $26,813 | $78,705-65.9% | $117,854-77.2% | $70,131-61.8% |
| Participation rate | 87.1% | 73.2%+13.9pp | 79.7%+7.4pp | 69.5%+17.6pp |
| Annual return | 24.90% | 23.30%+1.6pp | 335.08%-310.2pp | 73.14%-48.2pp |
| Employer contribution / active EE | $1,748 | $2,223-21.4% | $3,786-53.8% | $2,342-25.4% |
| Participant deferral / active EE | $2,871 | $3,297-12.9% | $4,482-35.9% | $3,332-13.8% |
| Admin fee / account holder | $715 | $5,065-85.9% | $8,020-91.1% | $4,645-84.6% |