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 | $6,687 | $109,327-93.9% | $89,391-92.5% | $158,922-95.8% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+9.0pp |
| Annual return | 28.02% | 345.68%-317.7pp | 245.62%-217.6pp | 302.83%-274.8pp |
| Employer contribution / active EE | $2,246 | $3,170-29.1% | $2,586-13.1% | $4,761-52.8% |
| Participant deferral / active EE | $4,662 | $4,598+1.4% | $3,890+19.8% | $5,982-22.1% |
| Admin fee / account holder | $556 | $6,153-91.0% | $4,881-88.6% | $11,246-95.1% |