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 7-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 | $7,173 | $70,669-89.8% | $169,368-95.8% | $75,163-90.5% |
| Participation rate | 75.0% | 64.8%+10.2pp | 77.1%-2.1pp | 67.2%+7.8pp |
| Annual return | 16.31% | 36.36%-20.0pp | 405.60%-389.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,028 | $2,211-53.5% | $4,013-74.4% | $2,670-61.5% |
| Participant deferral / active EE | $1,773 | $4,311-58.9% | $6,221-71.5% | $4,125-57.0% |
| Admin fee / account holder | $348 | $5,402-93.6% | $9,003-96.1% | $5,651-93.8% |