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 | $7,008 | $57,281-87.8% | $86,612-91.9% | $75,163-90.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.03% | 2670.75%-2654.7pp | 591.07%-575.0pp | 160.62%-144.6pp |
| Employer contribution / active EE | $986 | $2,314-57.4% | $3,022-67.4% | $2,670-63.1% |
| Participant deferral / active EE | $1,006 | $3,318-69.7% | $4,438-77.3% | $4,125-75.6% |
| Admin fee / account holder | $618 | $4,112-85.0% | $5,614-89.0% | $5,651-89.1% |