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 9-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 | $38,058 | $146,267-74.0% | $197,124-80.7% | $82,448-53.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.93% | 29.61%-12.7pp | 44.34%-27.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,905 | $4,723-38.5% | $6,227-53.4% | $2,551+13.9% |
| Participant deferral / active EE | $5,247 | $7,035-25.4% | $9,135-42.6% | $4,139+26.8% |
| Admin fee / account holder | $3,657 | $14,422-74.6% | $16,298-77.6% | $7,234-49.5% |