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 | $19,889 | $99,652-80.0% | $78,778-74.8% | $147,584-86.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.99% | 47.28%-26.3pp | 35.62%-14.6pp | 578.55%-557.6pp |
| Employer contribution / active EE | $3,251 | $2,796+16.3% | $1,986+63.7% | $4,876-33.3% |
| Participant deferral / active EE | $4,372 | $3,664+19.3% | $2,958+47.8% | $5,439-19.6% |
| Admin fee / account holder | $321 | $7,155-95.5% | $5,134-93.7% | $10,885-97.1% |