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 | $6,703 | $115,770-94.2% | $101,248-93.4% | $158,922-95.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 28.99% | 56.14%-27.2pp | 46.47%-17.5pp | 302.83%-273.8pp |
| Employer contribution / active EE | $3,419 | $4,175-18.1% | $3,660-6.6% | $4,761-28.2% |
| Participant deferral / active EE | $2,167 | $4,957-56.3% | $4,370-50.4% | $5,982-63.8% |
| Admin fee / account holder | $412 | $7,245-94.3% | $5,945-93.1% | $11,246-96.3% |