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 | $15,803 | $157,256-90.0% | $141,162-88.8% | $152,861-89.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 30.40% | 64.32%-33.9pp | 71.39%-41.0pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,738 | $5,261-67.0% | $4,735-63.3% | $4,762-63.5% |
| Participant deferral / active EE | $3,760 | $7,109-47.1% | $6,709-44.0% | $5,850-35.7% |
| Admin fee / account holder | $3,777 | $12,120-68.8% | $10,261-63.2% | $11,596-67.4% |