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 | $6,615 | $102,616-93.6% | $81,983-91.9% | $158,922-95.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.64% | 61.04%-46.4pp | 41.31%-26.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,948 | $3,240-39.9% | $2,498-22.0% | $4,761-59.1% |
| Participant deferral / active EE | $1,948 | $4,648-58.1% | $3,722-47.7% | $5,982-67.4% |
| Admin fee / account holder | $1,232 | $8,235-85.0% | $5,664-78.3% | $11,246-89.0% |