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 | $3,437 | $227,553-98.5% | $189,557-98.2% | $167,490-97.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.84% | 78.40%-67.6pp | 64.17%-53.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,622 | $5,316-69.5% | $4,412-63.3% | $4,837-66.5% |
| Participant deferral / active EE | $2,955 | $7,002-57.8% | $6,174-52.1% | $6,341-53.4% |
| Admin fee / account holder | $1,022 | $11,878-91.4% | $9,807-89.6% | $12,309-91.7% |