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 | $16,034 | $149,734-89.3% | $118,925-86.5% | $158,922-89.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 39.34% | 19.95%+19.4pp | 35.88%+3.5pp | 302.83%-263.5pp |
| Employer contribution / active EE | $3,178 | $4,115-22.8% | $3,263-2.6% | $4,761-33.2% |
| Participant deferral / active EE | $4,048 | $5,223-22.5% | $4,265-5.1% | $5,982-32.3% |
| Admin fee / account holder | $304 | $8,603-96.5% | $6,581-95.4% | $11,246-97.3% |