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 | $3,099 | $104,907-97.0% | $84,611-96.3% | $152,861-98.0% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.4%+8.5pp |
| Annual return | 20.81% | 373.79%-353.0pp | 258.74%-237.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $7,846 | $3,302+137.6% | $2,652+195.8% | $4,762+64.8% |
| Participant deferral / active EE | $3,029 | $4,688-35.4% | $3,899-22.3% | $5,850-48.2% |
| Admin fee / account holder | $1,939 | $6,241-68.9% | $4,912-60.5% | $11,596-83.3% |