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 | $16,304 | $228,332-92.9% | $185,823-91.2% | $158,922-89.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 46.37% | 40.80%+5.6pp | 35.95%+10.4pp | 302.83%-256.5pp |
| Employer contribution / active EE | $2,292 | $4,967-53.9% | $4,087-43.9% | $4,761-51.9% |
| Participant deferral / active EE | $10,007 | $6,415+56.0% | $5,632+77.7% | $5,982+67.3% |
| Admin fee / account holder | $690 | $11,864-94.2% | $9,500-92.7% | $11,246-93.9% |