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 | $15,953 | $176,377-91.0% | $134,143-88.1% | $158,922-90.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.00% | 63.63%-45.6pp | 36.33%-18.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,037 | $5,040-59.6% | $3,704-45.0% | $4,761-57.2% |
| Participant deferral / active EE | $4,508 | $4,091+10.2% | $3,499+28.9% | $5,982-24.6% |
| Admin fee / account holder | $1,298 | $8,718-85.1% | $6,684-80.6% | $11,246-88.5% |