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 | $15,582 | $112,096-86.1% | $95,952-83.8% | $158,922-90.2% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 71.95% | 171.09%-99.1pp | 91.61%-19.7pp | 302.83%-230.9pp |
| Employer contribution / active EE | $5,264 | $3,198+64.6% | $2,541+107.2% | $4,761+10.6% |
| Participant deferral / active EE | $6,239 | $4,784+30.4% | $4,167+49.7% | $5,982+4.3% |
| Admin fee / account holder | $371 | $10,130-96.3% | $6,795-94.5% | $11,246-96.7% |