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 | $21,771 | $197,591-89.0% | $177,821-87.8% | $158,922-86.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 38.45% | 58.76%-20.3pp | 48.32%-9.9pp | 302.83%-264.4pp |
| Employer contribution / active EE | $3,562 | $6,697-46.8% | $5,918-39.8% | $4,761-25.2% |
| Participant deferral / active EE | $8,375 | $8,405-0.4% | $7,714+8.6% | $5,982+40.0% |
| Admin fee / account holder | $2,556 | $15,399-83.4% | $12,427-79.4% | $11,246-77.3% |