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 | $15,429 | $165,335-90.7% | $149,696-89.7% | $158,922-90.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.19% | 348.15%-328.0pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,666 | $5,103-47.7% | $4,644-42.6% | $4,761-44.0% |
| Participant deferral / active EE | $6,264 | $7,181-12.8% | $6,842-8.4% | $5,982+4.7% |
| Admin fee / account holder | $3,375 | $10,807-68.8% | $9,309-63.7% | $11,246-70.0% |