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 6-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 | $8,482 | $84,696-90.0% | $75,696-88.8% | $167,490-94.9% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.8%+16.8pp | 82.1%+9.6pp |
| Annual return | 52.84% | 199.36%-146.5pp | 104.53%-51.7pp | 478.56%-425.7pp |
| Employer contribution / active EE | $1,250 | $3,230-61.3% | $2,743-54.4% | $4,837-74.2% |
| Participant deferral / active EE | $1,769 | $4,580-61.4% | $3,821-53.7% | $6,341-72.1% |
| Admin fee / account holder | $714 | $5,355-86.7% | $3,619-80.3% | $12,309-94.2% |