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 | $9,952 | $65,041-84.7% | $90,951-89.1% | $79,858-87.5% |
| Participation rate | 96.3% | 61.6%+34.7pp | 69.0%+27.3pp | 69.6%+26.7pp |
| Annual return | 22.31% | 30.45%-8.1pp | 134.60%-112.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $495 | $1,247-60.3% | $2,122-76.7% | $2,471-80.0% |
| Participant deferral / active EE | $2,953 | $2,512+17.5% | $3,373-12.5% | $3,740-21.1% |
| Admin fee / account holder | $923 | $4,536-79.7% | $5,959-84.5% | $5,306-82.6% |