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 | $10,268 | $226,064-95.5% | $182,532-94.4% | $152,861-93.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.42% | 192.51%-172.1pp | 148.54%-128.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $705 | $4,978-85.8% | $4,076-82.7% | $4,762-85.2% |
| Participant deferral / active EE | $1,739 | $6,368-72.7% | $5,524-68.5% | $5,850-70.3% |
| Admin fee / account holder | $824 | $10,703-92.3% | $8,592-90.4% | $11,596-92.9% |