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 | $2,584 | $197,591-98.7% | $177,821-98.5% | $158,922-98.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 165.02% | 58.76%+106.3pp | 48.32%+116.7pp | 302.83%-137.8pp |
| Employer contribution / active EE | $1,493 | $6,697-77.7% | $5,918-74.8% | $4,761-68.6% |
| Participant deferral / active EE | $3,132 | $8,405-62.7% | $7,714-59.4% | $5,982-47.6% |
| Admin fee / account holder | $332 | $15,399-97.8% | $12,427-97.3% | $11,246-97.0% |