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 | $5,739 | $180,028-96.8% | $138,135-95.8% | $158,922-96.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 29.30% | 21.68%+7.6pp | 20.51%+8.8pp | 302.83%-273.5pp |
| Employer contribution / active EE | $2,298 | $7,470-69.2% | $5,587-58.9% | $4,761-51.7% |
| Participant deferral / active EE | $2,383 | $7,717-69.1% | $6,431-62.9% | $5,982-60.2% |
| Admin fee / account holder | $1,005 | $17,912-94.4% | $11,856-91.5% | $11,246-91.1% |