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 | $9,855 | $115,770-91.5% | $101,248-90.3% | $158,922-93.8% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 40.40% | 56.14%-15.7pp | 46.47%-6.1pp | 302.83%-262.4pp |
| Employer contribution / active EE | $4,308 | $4,175+3.2% | $3,660+17.7% | $4,761-9.5% |
| Participant deferral / active EE | $2,532 | $4,957-48.9% | $4,370-42.1% | $5,982-57.7% |
| Admin fee / account holder | $603 | $7,245-91.7% | $5,945-89.9% | $11,246-94.6% |