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 | $7,369 | $84,696-91.3% | $75,696-90.3% | $167,490-95.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.21% | 199.36%-185.1pp | 104.53%-90.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $622 | $3,230-80.7% | $2,743-77.3% | $4,837-87.1% |
| Participant deferral / active EE | $1,689 | $4,580-63.1% | $3,821-55.8% | $6,341-73.4% |
| Admin fee / account holder | $996 | $5,355-81.4% | $3,619-72.5% | $12,309-91.9% |