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 | $12,188 | $98,750-87.7% | $149,696-91.9% | $79,858-84.7% |
| Participation rate | 73.2% | 75.8%-2.6pp | 82.5%-9.3pp | 69.6%+3.5pp |
| Annual return | 39.90% | 27.43%+12.5pp | 276.60%-236.7pp | 31.71%+8.2pp |
| Employer contribution / active EE | $1,317 | $3,216-59.1% | $4,644-71.6% | $2,471-46.7% |
| Participant deferral / active EE | $2,526 | $5,680-55.5% | $6,842-63.1% | $3,740-32.5% |
| Admin fee / account holder | $645 | $6,053-89.3% | $9,309-93.1% | $5,306-87.8% |