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 | $8,236 | $45,073-81.7% | $69,455-88.1% | $72,985-88.7% |
| Participation rate | 97.9% | 68.5%+29.4pp | 74.6%+23.3pp | 69.5%+28.4pp |
| Annual return | 36.37% | 22.65%+13.7pp | 28.97%+7.4pp | 81.00%-44.6pp |
| Employer contribution / active EE | $2,432 | $2,054+18.4% | $2,779-12.5% | $2,440-0.3% |
| Participant deferral / active EE | $1,644 | $2,602-36.8% | $3,535-53.5% | $3,607-54.4% |
| Admin fee / account holder | $592 | $3,056-80.6% | $3,839-84.6% | $5,124-88.4% |