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 8-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 | $21,133 | $209,411-89.9% | $178,490-88.2% | $158,922-86.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.78% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,356 | $5,706-58.7% | $5,011-53.0% | $4,761-50.5% |
| Participant deferral / active EE | $4,513 | $5,954-24.2% | $5,202-13.2% | $5,982-24.6% |
| Admin fee / account holder | $505 | $17,074-97.0% | $13,984-96.4% | $11,246-95.5% |