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 9-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 | $7,399 | $115,770-93.6% | $101,248-92.7% | $158,922-95.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.26% | 56.14%-25.9pp | 46.47%-16.2pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,555 | $4,175-62.7% | $3,660-57.5% | $4,761-67.3% |
| Participant deferral / active EE | $8,344 | $4,957+68.3% | $4,370+90.9% | $5,982+39.5% |
| Admin fee / account holder | $7,739 | $7,245+6.8% | $5,945+30.2% | $11,246-31.2% |