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 | $5,821 | $157,256-96.3% | $141,162-95.9% | $152,861-96.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.63% | 64.32%-38.7pp | 71.39%-45.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $954 | $5,261-81.9% | $4,735-79.8% | $4,762-80.0% |
| Participant deferral / active EE | $2,642 | $7,109-62.8% | $6,709-60.6% | $5,850-54.8% |
| Admin fee / account holder | $456 | $12,120-96.2% | $10,261-95.6% | $11,596-96.1% |