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 | $3,379 | $155,788-97.8% | $124,672-97.3% | $167,490-98.0% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 61.65% | 17.97%+43.7pp | 5142.93%-5081.3pp | 478.56%-416.9pp |
| Employer contribution / active EE | $1,257 | $4,163-69.8% | $3,324-62.2% | $4,837-74.0% |
| Participant deferral / active EE | $1,569 | $5,673-72.3% | $4,614-66.0% | $6,341-75.3% |
| Admin fee / account holder | $431 | $9,531-95.5% | $7,493-94.3% | $12,309-96.5% |