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 | $10,251 | $209,411-95.1% | $178,490-94.3% | $158,922-93.5% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 40.44% | 188.75%-148.3pp | 151.07%-110.6pp | 302.83%-262.4pp |
| Employer contribution / active EE | $2,326 | $5,706-59.2% | $5,011-53.6% | $4,761-51.2% |
| Participant deferral / active EE | $3,407 | $5,954-42.8% | $5,202-34.5% | $5,982-43.1% |
| Admin fee / account holder | $448 | $17,074-97.4% | $13,984-96.8% | $11,246-96.0% |