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 7-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 | $8,084 | $70,475-88.5% | $100,516-92.0% | $79,858-89.9% |
| Participation rate | 83.3% | 73.7%+9.7pp | 79.4%+3.9pp | 69.6%+13.7pp |
| Annual return | 28.04% | 21.90%+6.1pp | 30.89%-2.8pp | 31.71%-3.7pp |
| Employer contribution / active EE | $1,033 | $2,165-52.3% | $3,418-69.8% | $2,471-58.2% |
| Participant deferral / active EE | $2,931 | $5,181-43.4% | $6,270-53.3% | $3,740-21.6% |
| Admin fee / account holder | $444 | $4,478-90.1% | $8,081-94.5% | $5,306-91.6% |