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 | $8,785 | $176,377-95.0% | $134,143-93.5% | $158,922-94.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.06% | 63.63%-51.6pp | 36.33%-24.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,443 | $5,040-71.4% | $3,704-61.0% | $4,761-69.7% |
| Participant deferral / active EE | $8,279 | $4,091+102.4% | $3,499+136.6% | $5,982+38.4% |
| Admin fee / account holder | $284,942 | $8,718+3168.5% | $6,684+4162.8% | $11,246+2433.8% |