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 | $12,461 | $115,770-89.2% | $101,248-87.7% | $158,922-92.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.76% | 56.14%-26.4pp | 46.47%-16.7pp | 302.83%-273.1pp |
| Employer contribution / active EE | $1,345 | $4,175-67.8% | $3,660-63.2% | $4,761-71.7% |
| Participant deferral / active EE | $5,895 | $4,957+18.9% | $4,370+34.9% | $5,982-1.4% |
| Admin fee / account holder | $1,819 | $7,245-74.9% | $5,945-69.4% | $11,246-83.8% |