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 3-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 | $7,256 | $132,634-94.5% | $115,768-93.7% | $137,256-94.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.86% | 160.70%-139.8pp | 100.46%-79.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,504 | $3,360-55.2% | $2,940-48.8% | $4,156-63.8% |
| Participant deferral / active EE | $2,257 | $5,619-59.8% | $4,917-54.1% | $6,407-64.8% |
| Admin fee / account holder | $446 | $15,028-97.0% | $12,439-96.4% | $12,270-96.4% |