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 3-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 | $12,057 | $148,534-91.9% | $135,903-91.1% | $139,434-91.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.88% | 79.19%-66.3pp | 68.23%-55.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,272 | $5,243-37.6% | $4,856-32.6% | $4,751-31.1% |
| Participant deferral / active EE | $7,855 | $8,100-3.0% | $7,758+1.3% | $6,710+17.1% |
| Admin fee / account holder | $6,116 | $12,400-50.7% | $10,762-43.2% | $11,403-46.4% |