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 | $11,284 | $98,750-88.6% | $149,696-92.5% | $79,858-85.9% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.9pp |
| Annual return | 18.57% | 27.43%-8.9pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,609 | $3,216-18.9% | $4,644-43.8% | $2,471+5.6% |
| Participant deferral / active EE | $4,124 | $5,680-27.4% | $6,842-39.7% | $3,740+10.3% |
| Admin fee / account holder | $1,577 | $6,053-73.9% | $9,309-83.1% | $5,306-70.3% |