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 | $11,557 | $210,648-94.5% | $177,989-93.5% | $145,922-92.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.37% | 385.86%-368.5pp | 294.48%-277.1pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,964 | $4,565-57.0% | $3,949-50.3% | $4,660-57.9% |
| Participant deferral / active EE | $3,927 | $6,958-43.6% | $6,276-37.4% | $6,688-41.3% |
| Admin fee / account holder | $1,071 | $12,013-91.1% | $10,363-89.7% | $13,397-92.0% |