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 8-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 | $27,133 | $183,963-85.3% | $162,163-83.3% | $152,861-82.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.27% | 150.76%-136.5pp | 115.59%-101.3pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,139 | $6,371-66.4% | $5,614-61.9% | $4,762-55.1% |
| Participant deferral / active EE | $3,089 | $8,034-61.6% | $7,298-57.7% | $5,850-47.2% |
| Admin fee / account holder | $15,627 | $13,121+19.1% | $10,843+44.1% | $11,596+34.8% |