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 | $12,865 | $127,777-89.9% | $106,548-87.9% | $167,490-92.3% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 9.41% | 33.87%-24.5pp | 26.80%-17.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,915 | $3,427-44.1% | $2,819-32.1% | $4,837-60.4% |
| Participant deferral / active EE | $2,208 | $5,087-56.6% | $4,398-49.8% | $6,341-65.2% |
| Admin fee / account holder | $1,112 | $11,228-90.1% | $7,407-85.0% | $12,309-91.0% |