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 | $7,221 | $177,572-95.9% | $154,803-95.3% | $142,382-94.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 130.59% | 65.07%+65.5pp | 58.88%+71.7pp | 217.08%-86.5pp |
| Employer contribution / active EE | $1,774 | $4,810-63.1% | $4,305-58.8% | $4,299-58.7% |
| Participant deferral / active EE | $2,316 | $6,272-63.1% | $5,540-58.2% | $6,507-64.4% |
| Admin fee / account holder | $543 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |