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 3-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 | $7,310 | $183,519-96.0% | $155,509-95.3% | $145,922-95.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 10.42% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,248 | $5,313-57.7% | $4,672-51.9% | $4,660-51.8% |
| Participant deferral / active EE | $3,581 | $6,462-44.6% | $5,626-36.3% | $6,688-46.5% |
| Admin fee / account holder | $1,868 | $19,313-90.3% | $15,912-88.3% | $13,397-86.1% |