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 | $11,731 | $165,335-92.9% | $149,696-92.2% | $158,922-92.6% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 46.58% | 348.15%-301.6pp | 276.60%-230.0pp | 302.83%-256.2pp |
| Employer contribution / active EE | $2,100 | $5,103-58.9% | $4,644-54.8% | $4,761-55.9% |
| Participant deferral / active EE | $4,368 | $7,181-39.2% | $6,842-36.2% | $5,982-27.0% |
| Admin fee / account holder | $973 | $10,807-91.0% | $9,309-89.5% | $11,246-91.3% |