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 | $10,283 | $159,901-93.6% | $146,958-93.0% | $145,922-93.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.88% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,274 | $5,286-38.1% | $4,933-33.6% | $4,660-29.7% |
| Participant deferral / active EE | $6,019 | $8,428-28.6% | $8,070-25.4% | $6,688-10.0% |
| Admin fee / account holder | $2,486 | $15,044-83.5% | $12,998-80.9% | $13,397-81.4% |