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 | $25,661 | $202,318-87.3% | $172,739-85.1% | $152,861-83.2% |
| Participation rate | 73.9% | 87.1%-13.1pp | 82.6%-8.7pp | 82.4%-8.5pp |
| Annual return | 22.62% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,401 | $5,856-76.1% | $5,143-72.8% | $4,762-70.6% |
| Participant deferral / active EE | $2,656 | $5,948-55.3% | $5,198-48.9% | $5,850-54.6% |
| Admin fee / account holder | $3,170 | $17,109-81.5% | $13,954-77.3% | $11,596-72.7% |