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 | $4,982 | $109,327-95.4% | $89,391-94.4% | $158,922-96.9% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 40.29% | 345.68%-305.4pp | 245.62%-205.3pp | 302.83%-262.5pp |
| Employer contribution / active EE | $1,098 | $3,170-65.4% | $2,586-57.5% | $4,761-76.9% |
| Participant deferral / active EE | $1,566 | $4,598-65.9% | $3,890-59.7% | $5,982-73.8% |
| Admin fee / account holder | $395 | $6,153-93.6% | $4,881-91.9% | $11,246-96.5% |