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 | $7,712 | $112,881-93.2% | $90,951-91.5% | $158,922-95.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 52.45% | 215.79%-163.3pp | 134.60%-82.2pp | 302.83%-250.4pp |
| Employer contribution / active EE | $1,633 | $2,893-43.6% | $2,122-23.1% | $4,761-65.7% |
| Participant deferral / active EE | $5,549 | $4,128+34.4% | $3,373+64.5% | $5,982-7.2% |
| Admin fee / account holder | $726 | $8,041-91.0% | $5,959-87.8% | $11,246-93.5% |