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 | $12,629 | $183,519-93.1% | $155,509-91.9% | $145,922-91.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.02% | 61.17%-35.2pp | 64.67%-38.7pp | 561.29%-535.3pp |
| Employer contribution / active EE | $2,239 | $5,313-57.9% | $4,672-52.1% | $4,660-52.0% |
| Participant deferral / active EE | $4,829 | $6,462-25.3% | $5,626-14.2% | $6,688-27.8% |
| Admin fee / account holder | $984 | $19,313-94.9% | $15,912-93.8% | $13,397-92.7% |