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 10-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 | $8,840 | $105,998-91.7% | $92,233-90.4% | $147,584-94.0% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 20.69% | 50.05%-29.4pp | 176.28%-155.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,129 | $4,333-73.9% | $3,679-69.3% | $4,876-76.8% |
| Participant deferral / active EE | $2,371 | $4,478-47.0% | $3,897-39.2% | $5,439-56.4% |
| Admin fee / account holder | $434 | $6,332-93.1% | $5,194-91.6% | $10,885-96.0% |