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 | $18,420 | $118,680-84.5% | $98,907-81.4% | $158,922-88.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 52.09% | 372.35%-320.3pp | 196.43%-144.3pp | 302.83%-250.7pp |
| Employer contribution / active EE | $7,921 | $3,333+137.7% | $2,689+194.6% | $4,761+66.4% |
| Participant deferral / active EE | $5,368 | $5,088+5.5% | $4,244+26.5% | $5,982-10.3% |
| Admin fee / account holder | $439 | $10,131-95.7% | $6,642-93.4% | $11,246-96.1% |