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 | $7,920 | $157,256-95.0% | $141,162-94.4% | $152,861-94.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 121.42% | 64.32%+57.1pp | 71.39%+50.0pp | 345.32%-223.9pp |
| Employer contribution / active EE | $3,550 | $5,261-32.5% | $4,735-25.0% | $4,762-25.5% |
| Participant deferral / active EE | $3,152 | $7,109-55.7% | $6,709-53.0% | $5,850-46.1% |
| Admin fee / account holder | $468 | $12,120-96.1% | $10,261-95.4% | $11,596-96.0% |