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 | $53,516-89.4% | $126,539-95.5% | $84,808-93.3% |
| Participation rate | 87.5% | 58.2%+29.3pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 17.09% | 58.34%-41.2pp | 425.95%-408.9pp | 40.90%-23.8pp |
| Employer contribution / active EE | $630 | $1,535-58.9% | $3,674-82.8% | $2,631-76.0% |
| Participant deferral / active EE | $1,570 | $2,671-41.2% | $4,083-61.6% | $4,212-62.7% |
| Admin fee / account holder | $2,322 | $4,497-48.4% | $6,065-61.7% | $7,344-68.4% |