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 | $26,602 | $197,591-86.5% | $177,821-85.0% | $158,922-83.3% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 37.80% | 58.76%-21.0pp | 48.32%-10.5pp | 302.83%-265.0pp |
| Employer contribution / active EE | $12,622 | $6,697+88.5% | $5,918+113.3% | $4,761+165.1% |
| Participant deferral / active EE | $7,708 | $8,405-8.3% | $7,714-0.1% | $5,982+28.8% |
| Admin fee / account holder | $19,738 | $15,399+28.2% | $12,427+58.8% | $11,246+75.5% |