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 | $26,121 | $152,587-82.9% | $125,175-79.1% | $152,861-82.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.05% | 54.84%-33.8pp | 43.79%-22.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $7,841 | $4,946+58.5% | $3,865+102.9% | $4,762+64.7% |
| Participant deferral / active EE | $4,925 | $5,868-16.1% | $4,937-0.2% | $5,850-15.8% |
| Admin fee / account holder | $1,924 | $13,434-85.7% | $9,702-80.2% | $11,596-83.4% |