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 | $16,484 | $58,851-72.0% | $115,157-85.7% | $72,985-77.4% |
| Participation rate | 72.9% | 65.5%+7.4pp | 75.9%-3.0pp | 69.5%+3.4pp |
| Annual return | 119.70% | 23.16%+96.5pp | 35.60%+84.1pp | 81.00%+38.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,237 | $2,643+136.0% | $4,168+49.6% | $3,607+72.9% |
| Admin fee / account holder | $4,959 | $6,370-22.1% | $7,088-30.0% | $5,124-3.2% |