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 | $17,931 | $126,574-85.8% | $106,213-83.1% | $145,922-87.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.66% | 224.79%-208.1pp | 116.14%-99.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,586 | $3,730-57.5% | $3,171-50.0% | $4,660-66.0% |
| Participant deferral / active EE | $7,300 | $5,724+27.5% | $5,016+45.5% | $6,688+9.2% |
| Admin fee / account holder | $3,869 | $17,304-77.6% | $11,033-64.9% | $13,397-71.1% |