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 | $5,698 | $52,353-89.1% | $120,225-95.3% | $82,448-93.1% |
| Participation rate | 87.5% | 58.3%+29.2pp | 69.6%+17.9pp | 68.1%+19.4pp |
| Annual return | 17.09% | 61.85%-44.8pp | 439.23%-422.1pp | 41.64%-24.5pp |
| Employer contribution / active EE | $630 | $1,510-58.3% | $3,475-81.9% | $2,551-75.3% |
| Participant deferral / active EE | $1,570 | $2,627-40.2% | $3,999-60.7% | $4,139-62.1% |
| Admin fee / account holder | $2,322 | $4,363-46.8% | $5,696-59.2% | $7,234-67.9% |