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 | $23,653 | $155,788-84.8% | $124,672-81.0% | $167,490-85.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.93% | 17.97%-2.0pp | 5142.93%-5127.0pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,338 | $4,163-43.8% | $3,324-29.7% | $4,837-51.7% |
| Participant deferral / active EE | $7,469 | $5,673+31.6% | $4,614+61.9% | $6,341+17.8% |
| Admin fee / account holder | $1,135 | $9,531-88.1% | $7,493-84.8% | $12,309-90.8% |