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 | $9,285 | $142,405-93.5% | $115,157-91.9% | $152,861-93.9% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 59.19% | 41.48%+17.7pp | 35.60%+23.6pp | 345.32%-286.1pp |
| Employer contribution / active EE | $3,331 | $4,010-16.9% | $3,179+4.8% | $4,762-30.1% |
| Participant deferral / active EE | $4,541 | $5,164-12.1% | $4,168+8.9% | $5,850-22.4% |
| Admin fee / account holder | $1,185 | $8,462-86.0% | $7,088-83.3% | $11,596-89.8% |