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 | $9,007 | $115,882-92.2% | $100,516-91.0% | $158,922-94.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 274.17% | 34.79%+239.4pp | 30.89%+243.3pp | 302.83%-28.7pp |
| Employer contribution / active EE | $2,293 | $4,103-44.1% | $3,418-32.9% | $4,761-51.8% |
| Participant deferral / active EE | $11,658 | $6,674+74.7% | $6,270+85.9% | $5,982+94.9% |
| Admin fee / account holder | $2,958 | $10,995-73.1% | $8,081-63.4% | $11,246-73.7% |