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 | $6,543 | $162,781-96.0% | $133,956-95.1% | $158,922-95.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.22% | 41.94%-30.7pp | 45.09%-33.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,206 | $4,975-75.8% | $3,919-69.2% | $4,761-74.7% |
| Participant deferral / active EE | $2,426 | $5,911-58.9% | $5,048-51.9% | $5,982-59.4% |
| Admin fee / account holder | $2,132 | $11,736-81.8% | $8,927-76.1% | $11,246-81.0% |