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 9-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 | $29,136 | $83,477-65.1% | $125,175-76.7% | $72,985-60.1% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.5%+23.6pp |
| Annual return | 25.42% | 25.78%-0.4pp | 43.79%-18.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,855 | $2,345-20.9% | $3,865-52.0% | $2,440-24.0% |
| Participant deferral / active EE | $3,255 | $3,585-9.2% | $4,937-34.1% | $3,607-9.8% |
| Admin fee / account holder | $687 | $5,517-87.5% | $9,702-92.9% | $5,124-86.6% |