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 | $9,802 | $176,377-94.4% | $134,143-92.7% | $158,922-93.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 39.79% | 63.63%-23.8pp | 36.33%+3.5pp | 302.83%-263.0pp |
| Employer contribution / active EE | $2,234 | $5,040-55.7% | $3,704-39.7% | $4,761-53.1% |
| Participant deferral / active EE | $3,426 | $4,091-16.3% | $3,499-2.1% | $5,982-42.7% |
| Admin fee / account holder | $335 | $8,718-96.2% | $6,684-95.0% | $11,246-97.0% |