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 | $30,706 | $123,793-75.2% | $177,821-82.7% | $79,858-61.5% |
| Participation rate | 84.8% | 84.7%+0.2pp | 87.7%-2.9pp | 69.6%+15.2pp |
| Annual return | 12.74% | 22.82%-10.1pp | 48.32%-35.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $11,698 | $4,095+185.6% | $5,918+97.6% | $2,471+373.4% |
| Participant deferral / active EE | $3,356 | $5,956-43.7% | $7,714-56.5% | $3,740-10.3% |
| Admin fee / account holder | $3,587 | $7,243-50.5% | $12,427-71.1% | $5,306-32.4% |