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 | $21,003 | $197,591-89.4% | $177,821-88.2% | $158,922-86.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 115.65% | 58.76%+56.9pp | 48.32%+67.3pp | 302.83%-187.2pp |
| Employer contribution / active EE | $9,317 | $6,697+39.1% | $5,918+57.4% | $4,761+95.7% |
| Participant deferral / active EE | $10,787 | $8,405+28.3% | $7,714+39.8% | $5,982+80.3% |
| Admin fee / account holder | $3,125 | $15,399-79.7% | $12,427-74.9% | $11,246-72.2% |