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 6-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 | $10,850 | $105,181-89.7% | $159,436-93.2% | $85,850-87.4% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 72.73% | 45.07%+27.7pp | 263.57%-190.8pp | 318.53%-245.8pp |
| Employer contribution / active EE | $4,416 | $3,318+33.1% | $4,829-8.6% | $2,565+72.2% |
| Participant deferral / active EE | $7,697 | $5,945+29.5% | $7,352+4.7% | $3,952+94.8% |
| Admin fee / account holder | $1,232 | $6,933-82.2% | $10,799-88.6% | $6,260-80.3% |