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 | $17,672 | $127,065-86.1% | $113,168-84.4% | $142,382-87.6% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 19.56% | 24.03%-4.5pp | 24.27%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,218 | $3,442-64.6% | $2,975-59.1% | $4,299-71.7% |
| Participant deferral / active EE | $2,436 | $5,716-57.4% | $5,107-52.3% | $6,507-62.6% |
| Admin fee / account holder | $864 | $15,736-94.5% | $12,068-92.8% | $12,624-93.2% |