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 6-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 | $15,619 | $79,449-80.3% | $189,557-91.8% | $85,850-81.8% |
| Participation rate | 74.2% | 66.0%+8.2pp | 78.4%-4.2pp | 69.3%+4.9pp |
| Annual return | 15.07% | 18.45%-3.4pp | 64.17%-49.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,036 | $2,081-50.2% | $4,412-76.5% | $2,565-59.6% |
| Participant deferral / active EE | $2,309 | $4,051-43.0% | $6,174-62.6% | $3,952-41.6% |
| Admin fee / account holder | $1,485 | $5,377-72.4% | $9,807-84.9% | $6,260-76.3% |