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 | $10,264 | $112,881-90.9% | $90,951-88.7% | $158,922-93.5% |
| Participation rate | 82.4% | 74.7%+7.6pp | 69.0%+13.3pp | 82.0%+0.4pp |
| Annual return | 35.23% | 215.79%-180.6pp | 134.60%-99.4pp | 302.83%-267.6pp |
| Employer contribution / active EE | $1,902 | $2,893-34.3% | $2,122-10.4% | $4,761-60.1% |
| Participant deferral / active EE | $3,391 | $4,128-17.9% | $3,373+0.5% | $5,982-43.3% |
| Admin fee / account holder | $1,074 | $8,041-86.6% | $5,959-82.0% | $11,246-90.4% |