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 | $19,155 | $127,777-85.0% | $106,548-82.0% | $167,490-88.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 19.74% | 33.87%-14.1pp | 26.80%-7.1pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,613 | $3,427-52.9% | $2,819-42.8% | $4,837-66.7% |
| Participant deferral / active EE | $7,442 | $5,087+46.3% | $4,398+69.2% | $6,341+17.4% |
| Admin fee / account holder | $517 | $11,228-95.4% | $7,407-93.0% | $12,309-95.8% |