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 | $12,923 | $99,652-87.0% | $78,778-83.6% | $147,584-91.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 26.76% | 47.28%-20.5pp | 35.62%-8.9pp | 578.55%-551.8pp |
| Employer contribution / active EE | $1,413 | $2,796-49.4% | $1,986-28.8% | $4,876-71.0% |
| Participant deferral / active EE | $5,140 | $3,664+40.3% | $2,958+73.8% | $5,439-5.5% |
| Admin fee / account holder | $628 | $7,155-91.2% | $5,134-87.8% | $10,885-94.2% |