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 | $7,249 | $106,890-93.2% | $84,015-91.4% | $152,861-95.3% |
| Participation rate | 76.5% | 75.2%+1.2pp | 69.0%+7.5pp | 82.4%-6.0pp |
| Annual return | 23.69% | 104.99%-81.3pp | 71.31%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $917 | $2,734-66.5% | $1,983-53.8% | $4,762-80.8% |
| Participant deferral / active EE | $1,298 | $4,011-67.6% | $3,239-59.9% | $5,850-77.8% |
| Admin fee / account holder | $877 | $8,285-89.4% | $6,101-85.6% | $11,596-92.4% |