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 9-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 | $7,041 | $106,890-93.4% | $84,015-91.6% | $152,861-95.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 30.44% | 104.99%-74.5pp | 71.31%-40.9pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,644 | $2,734-39.9% | $1,983-17.1% | $4,762-65.5% |
| Participant deferral / active EE | $5,839 | $4,011+45.6% | $3,239+80.3% | $5,850-0.2% |
| Admin fee / account holder | $690 | $8,285-91.7% | $6,101-88.7% | $11,596-94.1% |