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 | $7,475 | $176,056-95.8% | $159,436-95.3% | $167,490-95.5% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 19.26% | 331.75%-312.5pp | 263.57%-244.3pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,423 | $5,297-54.2% | $4,829-49.8% | $4,837-49.9% |
| Participant deferral / active EE | $4,266 | $7,750-45.0% | $7,352-42.0% | $6,341-32.7% |
| Admin fee / account holder | $1,087 | $12,554-91.3% | $10,799-89.9% | $12,309-91.2% |