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 5-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 | $7,463 | $209,411-96.4% | $178,490-95.8% | $158,922-95.3% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 56.30% | 188.75%-132.4pp | 151.07%-94.8pp | 302.83%-246.5pp |
| Employer contribution / active EE | $1,515 | $5,706-73.5% | $5,011-69.8% | $4,761-68.2% |
| Participant deferral / active EE | $3,905 | $5,954-34.4% | $5,202-24.9% | $5,982-34.7% |
| Admin fee / account holder | $409 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |