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 | $9,807 | $107,791-90.9% | $90,645-89.2% | $135,375-92.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 59.23% | -0.90%+60.1pp | 1.88%+57.3pp | 519.73%-460.5pp |
| Employer contribution / active EE | $7,492 | $3,018+148.3% | $2,532+195.9% | $4,779+56.8% |
| Participant deferral / active EE | $10,410 | $3,872+168.8% | $3,425+204.0% | $5,609+85.6% |
| Admin fee / account holder | $5,357 | $5,930-9.7% | $4,994+7.3% | $10,827-50.5% |