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 | $13,052 | $107,334-87.8% | $92,893-85.9% | $152,861-91.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.72% | 145.58%-122.9pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,063 | $4,221-51.1% | $3,653-43.5% | $4,762-56.7% |
| Participant deferral / active EE | $6,932 | $4,845+43.1% | $4,236+63.6% | $5,850+18.5% |
| Admin fee / account holder | $448 | $7,079-93.7% | $5,794-92.3% | $11,596-96.1% |