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 | $6,107 | $96,635-93.7% | $86,612-92.9% | $139,434-95.6% |
| Participation rate | 73.9% | 74.4%-0.5pp | 71.7%+2.2pp | 80.3%-6.4pp |
| Annual return | 19.82% | 106.41%-86.6pp | 591.07%-571.2pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,172 | $3,263-64.1% | $3,022-61.2% | $4,751-75.3% |
| Participant deferral / active EE | $1,350 | $4,836-72.1% | $4,438-69.6% | $6,710-79.9% |
| Admin fee / account holder | $419 | $6,408-93.5% | $5,614-92.5% | $11,403-96.3% |