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 | $17,673 | $149,734-88.2% | $118,925-85.1% | $158,922-88.9% |
| Participation rate | 82.4% | 82.1%+0.3pp | 75.4%+7.0pp | 82.0%+0.4pp |
| Annual return | 20.83% | 19.95%+0.9pp | 35.88%-15.1pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,831 | $4,115-31.2% | $3,263-13.2% | $4,761-40.5% |
| Participant deferral / active EE | $5,944 | $5,223+13.8% | $4,265+39.4% | $5,982-0.6% |
| Admin fee / account holder | $1,015 | $8,603-88.2% | $6,581-84.6% | $11,246-91.0% |