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 | $9,422 | $197,591-95.2% | $177,821-94.7% | $158,922-94.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 50.37% | 58.76%-8.4pp | 48.32%+2.0pp | 302.83%-252.5pp |
| Employer contribution / active EE | $2,681 | $6,697-60.0% | $5,918-54.7% | $4,761-43.7% |
| Participant deferral / active EE | $4,697 | $8,405-44.1% | $7,714-39.1% | $5,982-21.5% |
| Admin fee / account holder | $404 | $15,399-97.4% | $12,427-96.8% | $11,246-96.4% |