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 | $6,934 | $162,781-95.7% | $133,956-94.8% | $158,922-95.6% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 118.60% | 41.94%+76.7pp | 45.09%+73.5pp | 302.83%-184.2pp |
| Employer contribution / active EE | $1,955 | $4,975-60.7% | $3,919-50.1% | $4,761-58.9% |
| Participant deferral / active EE | $2,610 | $5,911-55.8% | $5,048-48.3% | $5,982-56.4% |
| Admin fee / account holder | $532 | $11,736-95.5% | $8,927-94.0% | $11,246-95.3% |