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 | $34,819 | $123,793-71.9% | $177,821-80.4% | $79,858-56.4% |
| Participation rate | 93.5% | 84.7%+8.9pp | 87.7%+5.8pp | 69.6%+23.9pp |
| Annual return | 14.93% | 22.82%-7.9pp | 48.32%-33.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,361 | $4,095-42.3% | $5,918-60.1% | $2,471-4.4% |
| Participant deferral / active EE | $3,264 | $5,956-45.2% | $7,714-57.7% | $3,740-12.7% |
| Admin fee / account holder | $1,915 | $7,243-73.6% | $12,427-84.6% | $5,306-63.9% |