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 | $15,961 | $112,096-85.8% | $95,952-83.4% | $158,922-90.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.69% | 171.09%-153.4pp | 91.61%-73.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,908 | $3,198-9.1% | $2,541+14.4% | $4,761-38.9% |
| Participant deferral / active EE | $6,590 | $4,784+37.8% | $4,167+58.2% | $5,982+10.2% |
| Admin fee / account holder | $2,867 | $10,130-71.7% | $6,795-57.8% | $11,246-74.5% |