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 | $18,070 | $70,475-74.4% | $100,516-82.0% | $79,858-77.4% |
| Participation rate | 93.8% | 73.7%+20.1pp | 79.4%+14.3pp | 69.6%+24.1pp |
| Annual return | 86.85% | 21.90%+65.0pp | 30.89%+56.0pp | 31.71%+55.1pp |
| Employer contribution / active EE | $3,410 | $2,165+57.5% | $3,418-0.2% | $2,471+38.0% |
| Participant deferral / active EE | $8,712 | $5,181+68.1% | $6,270+38.9% | $3,740+132.9% |
| Admin fee / account holder | $2,266 | $4,478-49.4% | $8,081-72.0% | $5,306-57.3% |