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 9-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 | $12,803 | $65,041-80.3% | $90,951-85.9% | $79,858-84.0% |
| Participation rate | 83.9% | 61.6%+22.3pp | 69.0%+14.9pp | 69.6%+14.2pp |
| Annual return | 12.15% | 30.45%-18.3pp | 134.60%-122.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,863 | $1,247+49.4% | $2,122-12.2% | $2,471-24.6% |
| Participant deferral / active EE | $3,928 | $2,512+56.4% | $3,373+16.5% | $3,740+5.0% |
| Admin fee / account holder | $1,165 | $4,536-74.3% | $5,959-80.4% | $5,306-78.0% |