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 | $7,880 | $54,762-85.6% | $90,281-91.3% | $72,985-89.2% |
| Participation rate | 71.1% | 65.1%+5.9pp | 73.3%-2.2pp | 69.5%+1.6pp |
| Annual return | 23.04% | 30.63%-7.6pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $943 | $2,092-54.9% | $2,854-67.0% | $2,440-61.3% |
| Participant deferral / active EE | $1,990 | $2,887-31.1% | $3,885-48.8% | $3,607-44.8% |
| Admin fee / account holder | $2,971 | $3,972-25.2% | $5,351-44.5% | $5,124-42.0% |