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 5-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 | $9,588 | $175,202-94.5% | $149,673-93.6% | $139,434-93.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 59.13% | 166.71%-107.6pp | 134.42%-75.3pp | 372.94%-313.8pp |
| Employer contribution / active EE | $2,540 | $5,474-53.6% | $4,818-47.3% | $4,751-46.5% |
| Participant deferral / active EE | $3,416 | $6,519-47.6% | $5,680-39.9% | $6,710-49.1% |
| Admin fee / account holder | $722 | $16,150-95.5% | $13,210-94.5% | $11,403-93.7% |