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 | $22,802 | $162,781-86.0% | $133,956-83.0% | $158,922-85.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.47% | 41.94%-22.5pp | 45.09%-25.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $5,691 | $4,975+14.4% | $3,919+45.2% | $4,761+19.5% |
| Participant deferral / active EE | $2,391 | $5,911-59.5% | $5,048-52.6% | $5,982-60.0% |
| Admin fee / account holder | $546 | $11,736-95.3% | $8,927-93.9% | $11,246-95.1% |