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 9-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 | $23,137 | $135,635-82.9% | $110,238-79.0% | $135,375-82.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.70% | 513.19%-512.5pp | 314.74%-314.0pp | 519.73%-519.0pp |
| Employer contribution / active EE | $10,658 | $4,906+117.2% | $3,826+178.5% | $4,779+123.0% |
| Participant deferral / active EE | $7,665 | $5,506+39.2% | $4,672+64.1% | $5,609+36.7% |
| Admin fee / account holder | $529 | $11,457-95.4% | $8,547-93.8% | $10,827-95.1% |