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 | $14,207 | $65,561-78.3% | $86,188-83.5% | $75,163-81.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.28% | 46.05%-28.8pp | 1168.45%-1151.2pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,990 | $1,553+92.6% | $2,380+25.6% | $2,670+12.0% |
| Participant deferral / active EE | $2,296 | $3,024-24.1% | $3,985-42.4% | $4,125-44.3% |
| Admin fee / account holder | $1,489 | $5,474-72.8% | $6,852-78.3% | $5,651-73.7% |