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 | $9,998 | $165,335-94.0% | $149,696-93.3% | $158,922-93.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 177.12% | 348.15%-171.0pp | 276.60%-99.5pp | 302.83%-125.7pp |
| Employer contribution / active EE | $3,567 | $5,103-30.1% | $4,644-23.2% | $4,761-25.1% |
| Participant deferral / active EE | $5,299 | $7,181-26.2% | $6,842-22.5% | $5,982-11.4% |
| Admin fee / account holder | $1,236 | $10,807-88.6% | $9,309-86.7% | $11,246-89.0% |