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 8-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 | $12,912 | $107,334-88.0% | $92,893-86.1% | $152,861-91.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 36.90% | 145.58%-108.7pp | 109.41%-72.5pp | 345.32%-308.4pp |
| Employer contribution / active EE | $1,554 | $4,221-63.2% | $3,653-57.5% | $4,762-67.4% |
| Participant deferral / active EE | $5,397 | $4,845+11.4% | $4,236+27.4% | $5,850-7.7% |
| Admin fee / account holder | $368 | $7,079-94.8% | $5,794-93.6% | $11,596-96.8% |