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 7-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 | $19,035 | $180,028-89.4% | $138,135-86.2% | $158,922-88.0% |
| Participation rate | 72.7% | 82.2%-9.5pp | 78.7%-6.0pp | 82.0%-9.2pp |
| Annual return | 24.22% | 21.68%+2.5pp | 20.51%+3.7pp | 302.83%-278.6pp |
| Employer contribution / active EE | $3,151 | $7,470-57.8% | $5,587-43.6% | $4,761-33.8% |
| Participant deferral / active EE | $4,787 | $7,717-38.0% | $6,431-25.6% | $5,982-20.0% |
| Admin fee / account holder | $4,134 | $17,912-76.9% | $11,856-65.1% | $11,246-63.2% |