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 | $31,780 | $197,591-83.9% | $177,821-82.1% | $158,922-80.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.58% | 58.76%-37.2pp | 48.32%-26.7pp | 302.83%-281.2pp |
| Employer contribution / active EE | $3,666 | $6,697-45.3% | $5,918-38.1% | $4,761-23.0% |
| Participant deferral / active EE | $7,788 | $8,405-7.3% | $7,714+1.0% | $5,982+30.2% |
| Admin fee / account holder | $20,803 | $15,399+35.1% | $12,427+67.4% | $11,246+85.0% |