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 | $7,761 | $107,334-92.8% | $92,893-91.6% | $152,861-94.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 35.92% | 145.58%-109.7pp | 109.41%-73.5pp | 345.32%-309.4pp |
| Employer contribution / active EE | $2,706 | $4,221-35.9% | $3,653-25.9% | $4,762-43.2% |
| Participant deferral / active EE | $2,615 | $4,845-46.0% | $4,236-38.3% | $5,850-55.3% |
| Admin fee / account holder | $420 | $7,079-94.1% | $5,794-92.7% | $11,596-96.4% |