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 | $23,179 | $123,793-81.3% | $177,821-87.0% | $79,858-71.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 73.59% | 22.82%+50.8pp | 48.32%+25.3pp | 31.71%+41.9pp |
| Employer contribution / active EE | $3,678 | $4,095-10.2% | $5,918-37.8% | $2,471+48.9% |
| Participant deferral / active EE | $7,398 | $5,956+24.2% | $7,714-4.1% | $3,740+97.8% |
| Admin fee / account holder | $601 | $7,243-91.7% | $12,427-95.2% | $5,306-88.7% |