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 | $10,925 | $109,327-90.0% | $89,391-87.8% | $158,922-93.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.49% | 345.68%-325.2pp | 245.62%-225.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,575 | $3,170-50.3% | $2,586-39.1% | $4,761-66.9% |
| Participant deferral / active EE | $2,833 | $4,598-38.4% | $3,890-27.2% | $5,982-52.6% |
| Admin fee / account holder | $342 | $6,153-94.4% | $4,881-93.0% | $11,246-97.0% |