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 | $11,148 | $177,572-93.7% | $154,803-92.8% | $142,382-92.2% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 17.52% | 65.07%-47.5pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,603 | $4,810-66.7% | $4,305-62.8% | $4,299-62.7% |
| Participant deferral / active EE | $1,705 | $6,272-72.8% | $5,540-69.2% | $6,507-73.8% |
| Admin fee / account holder | $656 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |