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 | $14,924 | $77,145-80.7% | $108,410-86.2% | $85,850-82.6% |
| Participation rate | 90.0% | 74.7%+15.3pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 23.95% | 44.54%-20.6pp | 905.27%-881.3pp | 318.53%-294.6pp |
| Employer contribution / active EE | $1,500 | $2,379-37.0% | $3,558-57.8% | $2,565-41.5% |
| Participant deferral / active EE | $7,620 | $5,566+36.9% | $6,563+16.1% | $3,952+92.8% |
| Admin fee / account holder | $434 | $5,172-91.6% | $7,295-94.0% | $6,260-93.1% |