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 | $9,299 | $70,475-86.8% | $100,516-90.7% | $79,858-88.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 121.84% | 21.90%+99.9pp | 30.89%+91.0pp | 31.71%+90.1pp |
| Employer contribution / active EE | $3,318 | $2,165+53.3% | $3,418-2.9% | $2,471+34.3% |
| Participant deferral / active EE | $6,146 | $5,181+18.6% | $6,270-2.0% | $3,740+64.3% |
| Admin fee / account holder | $1,161 | $4,478-74.1% | $8,081-85.6% | $5,306-78.1% |