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 | $10,766 | $72,492-85.1% | $87,100-87.6% | $72,985-85.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 65.82% | 24.46%+41.4pp | 28.19%+37.6pp | 81.00%-15.2pp |
| Employer contribution / active EE | $4,689 | $1,894+147.6% | $2,521+86.0% | $2,440+92.2% |
| Participant deferral / active EE | $3,389 | $3,270+3.7% | $4,049-16.3% | $3,607-6.0% |
| Admin fee / account holder | $2,603 | $5,055-48.5% | $7,497-65.3% | $5,124-49.2% |