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 | $18,857 | $157,256-88.0% | $141,162-86.6% | $152,861-87.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 57.32% | 64.32%-7.0pp | 71.39%-14.1pp | 345.32%-288.0pp |
| Employer contribution / active EE | $2,596 | $5,261-50.7% | $4,735-45.2% | $4,762-45.5% |
| Participant deferral / active EE | $7,446 | $7,109+4.7% | $6,709+11.0% | $5,850+27.3% |
| Admin fee / account holder | $454 | $12,120-96.3% | $10,261-95.6% | $11,596-96.1% |