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 | $22,159 | $80,968-72.6% | $96,544-77.0% | $75,163-70.5% |
| Participation rate | 76.3% | 71.8%+4.5pp | 76.0%+0.3pp | 67.2%+9.1pp |
| Annual return | 18.55% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,950 | $2,282-14.5% | $2,965-34.2% | $2,670-27.0% |
| Participant deferral / active EE | $4,266 | $3,928+8.6% | $4,851-12.1% | $4,125+3.4% |
| Admin fee / account holder | $1,291 | $6,724-80.8% | $8,252-84.4% | $5,651-77.2% |