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 3-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 | $9,492 | $102,604-90.7% | $86,188-89.0% | $139,434-93.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 29.18% | 1922.51%-1893.3pp | 1168.45%-1139.3pp | 372.94%-343.8pp |
| Employer contribution / active EE | $3,568 | $3,032+17.6% | $2,380+49.9% | $4,751-24.9% |
| Participant deferral / active EE | $10,278 | $4,676+119.8% | $3,985+157.9% | $6,710+53.2% |
| Admin fee / account holder | $1,899 | $8,657-78.1% | $6,852-72.3% | $11,403-83.3% |