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 | $10,468 | $226,064-95.4% | $182,532-94.3% | $152,861-93.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 34.55% | 192.51%-158.0pp | 148.54%-114.0pp | 345.32%-310.8pp |
| Employer contribution / active EE | $3,083 | $4,978-38.1% | $4,076-24.4% | $4,762-35.3% |
| Participant deferral / active EE | $2,868 | $6,368-55.0% | $5,524-48.1% | $5,850-51.0% |
| Admin fee / account holder | $1,977 | $10,703-81.5% | $8,592-77.0% | $11,596-83.0% |