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 | $9,289 | $102,966-91.0% | $90,281-89.7% | $152,861-93.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.85% | 95.16%-68.3pp | 78.10%-51.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,122 | $3,139-64.3% | $2,854-60.7% | $4,762-76.4% |
| Participant deferral / active EE | $7,600 | $4,281+77.5% | $3,885+95.6% | $5,850+29.9% |
| Admin fee / account holder | $583 | $6,171-90.6% | $5,351-89.1% | $11,596-95.0% |