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 | $3,245 | $108,172-97.0% | $77,482-95.8% | $158,922-98.0% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 37.43% | 31.67%+5.8pp | 54.79%-17.4pp | 302.83%-265.4pp |
| Employer contribution / active EE | $348 | $1,325-73.7% | $986-64.7% | $4,761-92.7% |
| Participant deferral / active EE | $1,861 | $2,456-24.2% | $1,8610% | $5,982-68.9% |
| Admin fee / account holder | $2,620 | $3,708-29.3% | $2,858-8.3% | $11,246-76.7% |