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 | $14,943 | $226,064-93.4% | $182,532-91.8% | $152,861-90.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.75% | 192.51%-174.8pp | 148.54%-130.8pp | 345.32%-327.6pp |
| Employer contribution / active EE | $5,360 | $4,978+7.7% | $4,076+31.5% | $4,762+12.6% |
| Participant deferral / active EE | $8,333 | $6,368+30.9% | $5,524+50.8% | $5,850+42.4% |
| Admin fee / account holder | $339 | $10,703-96.8% | $8,592-96.1% | $11,596-97.1% |