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 | $8,920 | $100,754-91.1% | $86,677-89.7% | $134,475-93.4% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -7.19% | 29.04%-36.2pp | 35.91%-43.1pp | 417.96%-425.2pp |
| Employer contribution / active EE | $1,666 | $3,489-52.3% | $2,836-41.3% | $4,740-64.9% |
| Participant deferral / active EE | $3,521 | $5,338-34.0% | $4,656-24.4% | $6,400-45.0% |
| Admin fee / account holder | $2,238 | $10,926-79.5% | $7,493-70.1% | $11,426-80.4% |