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 | $15,538 | $155,788-90.0% | $124,672-87.5% | $167,490-90.7% |
| Participation rate | 71.4% | 81.1%-9.7pp | 74.6%-3.2pp | 82.1%-10.7pp |
| Annual return | 41.74% | 17.97%+23.8pp | 5142.93%-5101.2pp | 478.56%-436.8pp |
| Employer contribution / active EE | $1,830 | $4,163-56.0% | $3,324-44.9% | $4,837-62.2% |
| Participant deferral / active EE | $2,355 | $5,673-58.5% | $4,614-49.0% | $6,341-62.9% |
| Admin fee / account holder | $3,263 | $9,531-65.8% | $7,493-56.5% | $12,309-73.5% |