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 6-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 | $10,558 | $185,822-94.3% | $169,993-93.8% | $139,434-92.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.00% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $5,591 | $7,590-26.3% | $6,785-17.6% | $4,751+17.7% |
| Participant deferral / active EE | $10,701 | $11,622-7.9% | $10,408+2.8% | $6,710+59.5% |
| Admin fee / account holder | $11,530 | $15,381-25.0% | $12,815-10.0% | $11,403+1.1% |