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 | $11,993 | $91,190-86.8% | $178,490-93.3% | $79,858-85.0% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 38.42% | 24.19%+14.2pp | 151.07%-112.6pp | 31.71%+6.7pp |
| Employer contribution / active EE | $6,976 | $3,256+114.3% | $5,011+39.2% | $2,471+182.3% |
| Participant deferral / active EE | $2,172 | $3,236-32.9% | $5,202-58.2% | $3,740-41.9% |
| Admin fee / account holder | $422 | $6,751-93.7% | $13,984-97.0% | $5,306-92.0% |