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 | $10,519 | $124,281-91.5% | $109,143-90.4% | $167,490-93.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.90% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,535 | $4,207-16.0% | $3,722-5.0% | $4,837-26.9% |
| Participant deferral / active EE | $3,839 | $5,255-26.9% | $4,653-17.5% | $6,341-39.5% |
| Admin fee / account holder | $915 | $7,970-88.5% | $6,752-86.4% | $12,309-92.6% |