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 7-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 | $23,376 | $217,402-89.2% | $185,823-87.4% | $167,490-86.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.38% | 148.36%-126.0pp | 122.05%-99.7pp | 478.56%-456.2pp |
| Employer contribution / active EE | $1,990 | $5,873-66.1% | $5,167-61.5% | $4,837-58.9% |
| Participant deferral / active EE | $7,531 | $6,356+18.5% | $5,568+35.3% | $6,341+18.8% |
| Admin fee / account holder | $459 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |