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 | $10,158 | $98,750-89.7% | $149,696-93.2% | $79,858-87.3% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+29.0pp |
| Annual return | 60.34% | 27.43%+32.9pp | 276.60%-216.3pp | 31.71%+28.6pp |
| Employer contribution / active EE | $1,333 | $3,216-58.6% | $4,644-71.3% | $2,471-46.1% |
| Participant deferral / active EE | $2,443 | $5,680-57.0% | $6,842-64.3% | $3,740-34.7% |
| Admin fee / account holder | $358 | $6,053-94.1% | $9,309-96.2% | $5,306-93.3% |