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 | $21,688 | $98,750-78.0% | $149,696-85.5% | $79,858-72.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 49.79% | 27.43%+22.4pp | 276.60%-226.8pp | 31.71%+18.1pp |
| Employer contribution / active EE | $2,958 | $3,216-8.0% | $4,644-36.3% | $2,471+19.7% |
| Participant deferral / active EE | $6,750 | $5,680+18.8% | $6,842-1.3% | $3,740+80.5% |
| Admin fee / account holder | $645 | $6,053-89.3% | $9,309-93.1% | $5,306-87.8% |