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 | $13,946 | $105,859-86.8% | $90,160-84.5% | $147,584-90.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 26.15% | 37.63%-11.5pp | 34.88%-8.7pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,518 | $4,126-63.2% | $3,318-54.3% | $4,876-68.9% |
| Participant deferral / active EE | $4,905 | $5,733-14.4% | $5,288-7.2% | $5,439-9.8% |
| Admin fee / account holder | $766 | $8,046-90.5% | $5,943-87.1% | $10,885-93.0% |