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 | $13,109 | $107,334-87.8% | $92,893-85.9% | $152,861-91.4% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 205.88% | 145.58%+60.3pp | 109.41%+96.5pp | 345.32%-139.4pp |
| Employer contribution / active EE | $2,822 | $4,221-33.2% | $3,653-22.8% | $4,762-40.7% |
| Participant deferral / active EE | $7,984 | $4,845+64.8% | $4,236+88.5% | $5,850+36.5% |
| Admin fee / account holder | $312 | $7,079-95.6% | $5,794-94.6% | $11,596-97.3% |