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 | $23,372 | $78,422-70.2% | $95,952-75.6% | $79,858-70.7% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 13.42% | 19.37%-5.9pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,666 | $1,945+37.1% | $2,541+4.9% | $2,471+7.9% |
| Participant deferral / active EE | $4,381 | $3,440+27.4% | $4,167+5.1% | $3,740+17.1% |
| Admin fee / account holder | $4,874 | $5,622-13.3% | $6,795-28.3% | $5,306-8.1% |