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 9-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 | $21,653 | $165,335-86.9% | $149,696-85.5% | $158,922-86.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.18% | 348.15%-307.0pp | 276.60%-235.4pp | 302.83%-261.6pp |
| Employer contribution / active EE | $3,168 | $5,103-37.9% | $4,644-31.8% | $4,761-33.5% |
| Participant deferral / active EE | $6,918 | $7,181-3.7% | $6,842+1.1% | $5,982+15.6% |
| Admin fee / account holder | $3,429 | $10,807-68.3% | $9,309-63.2% | $11,246-69.5% |