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 6-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 | $24,553 | $209,832-88.3% | $189,513-87.0% | $167,490-85.3% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 25.95% | 748.27%-722.3pp | 555.15%-529.2pp | 478.56%-452.6pp |
| Employer contribution / active EE | $6,299 | $6,914-8.9% | $6,162+2.2% | $4,837+30.2% |
| Participant deferral / active EE | $8,624 | $8,935-3.5% | $8,221+4.9% | $6,341+36.0% |
| Admin fee / account holder | $411 | $14,293-97.1% | $12,045-96.6% | $12,309-96.7% |