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 | $9,681 | $83,337-88.4% | $67,834-85.7% | $273,961-96.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 31.88% | 259.45%-227.6pp | 138.47%-106.6pp | 41.45%-9.6pp |
| Employer contribution / active EE | $3,583 | $3,287+9.0% | $2,403+49.1% | $4,869-26.4% |
| Participant deferral / active EE | $5,864 | $4,088+43.4% | $3,160+85.6% | $5,287+10.9% |
| Admin fee / account holder | $625 | $6,752-90.7% | $4,622-86.5% | $10,132-93.8% |