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 | $7,449 | $162,781-95.4% | $133,956-94.4% | $158,922-95.3% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 136.63% | 41.94%+94.7pp | 45.09%+91.5pp | 302.83%-166.2pp |
| Employer contribution / active EE | $1,886 | $4,975-62.1% | $3,919-51.9% | $4,761-60.4% |
| Participant deferral / active EE | $2,218 | $5,911-62.5% | $5,048-56.1% | $5,982-62.9% |
| Admin fee / account holder | $472 | $11,736-96.0% | $8,927-94.7% | $11,246-95.8% |