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 | $12,370 | $107,334-88.5% | $92,893-86.7% | $152,861-91.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.64% | 145.58%-112.9pp | 109.41%-76.8pp | 345.32%-312.7pp |
| Employer contribution / active EE | $1,533 | $4,221-63.7% | $3,653-58.0% | $4,762-67.8% |
| Participant deferral / active EE | $4,591 | $4,845-5.2% | $4,236+8.4% | $5,850-21.5% |
| Admin fee / account holder | $457 | $7,079-93.5% | $5,794-92.1% | $11,596-96.1% |