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 | $31,443 | $209,832-85.0% | $189,513-83.4% | $167,490-81.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.52% | 748.27%-733.8pp | 555.15%-540.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $4,250 | $6,914-38.5% | $6,162-31.0% | $4,837-12.1% |
| Participant deferral / active EE | $10,004 | $8,935+12.0% | $8,221+21.7% | $6,341+57.8% |
| Admin fee / account holder | $7,139 | $14,293-50.1% | $12,045-40.7% | $12,309-42.0% |