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 | $14,606 | $183,592-92.0% | $155,567-90.6% | $145,959-90.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,452 | $5,315-72.7% | $4,674-68.9% | $4,661-68.9% |
| Participant deferral / active EE | $2,590 | $6,464-59.9% | $5,628-54.0% | $6,689-61.3% |
| Admin fee / account holder | $475 | $19,318-97.5% | $15,916-97.0% | $13,398-96.5% |