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 | $21,967 | $209,832-89.5% | $189,513-88.4% | $167,490-86.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.10% | 748.27%-730.2pp | 555.15%-537.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $5,198 | $6,914-24.8% | $6,162-15.6% | $4,837+7.5% |
| Participant deferral / active EE | $7,809 | $8,935-12.6% | $8,221-5.0% | $6,341+23.1% |
| Admin fee / account holder | $6,126 | $14,293-57.1% | $12,045-49.1% | $12,309-50.2% |