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 | $17,131 | $227,553-92.5% | $189,557-91.0% | $167,490-89.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.40% | 78.40%-65.0pp | 64.17%-50.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,725 | $5,316-67.5% | $4,412-60.9% | $4,837-64.3% |
| Participant deferral / active EE | $10,762 | $7,002+53.7% | $6,174+74.3% | $6,341+69.7% |
| Admin fee / account holder | $802 | $11,878-93.2% | $9,807-91.8% | $12,309-93.5% |