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 8-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 | $7,687 | $226,064-96.6% | $182,532-95.8% | $152,861-95.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 78.67% | 192.51%-113.8pp | 148.54%-69.9pp | 345.32%-266.6pp |
| Employer contribution / active EE | $2,043 | $4,978-59.0% | $4,076-49.9% | $4,762-57.1% |
| Participant deferral / active EE | $4,268 | $6,368-33.0% | $5,524-22.7% | $5,850-27.0% |
| Admin fee / account holder | $447 | $10,703-95.8% | $8,592-94.8% | $11,596-96.1% |