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 | $7,028 | $123,909-94.3% | $69,647-89.9% | $145,922-95.2% |
| Participation rate | 72.7% | 69.2%+3.5pp | 66.5%+6.3pp | 80.3%-7.5pp |
| Annual return | 12.47% | 190.55%-178.1pp | 100.48%-88.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $844 | $2,682-68.5% | $1,712-50.7% | $4,660-81.9% |
| Participant deferral / active EE | $2,898 | $4,236-31.6% | $2,886+0.4% | $6,688-56.7% |
| Admin fee / account holder | $1,067 | $7,863-86.4% | $4,713-77.4% | $13,397-92.0% |