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 | $16,633 | $85,766-80.6% | $136,294-87.8% | $70,131-76.3% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 74.26% | 31.45%+42.8pp | 5155.94%-5081.7pp | 73.14%+1.1pp |
| Employer contribution / active EE | $3,523 | $2,966+18.8% | $4,695-25.0% | $2,342+50.4% |
| Participant deferral / active EE | $6,688 | $5,051+32.4% | $6,247+7.1% | $3,332+100.7% |
| Admin fee / account holder | $839 | $5,420-84.5% | $9,243-90.9% | $4,645-81.9% |