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 | $8,400 | $98,750-91.5% | $149,696-94.4% | $79,858-89.5% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 17.40% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,083 | $3,216-35.2% | $4,644-55.1% | $2,471-15.7% |
| Participant deferral / active EE | $4,884 | $5,680-14.0% | $6,842-28.6% | $3,740+30.6% |
| Admin fee / account holder | $1,467 | $6,053-75.8% | $9,309-84.2% | $5,306-72.4% |