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 | $6,609 | $123,909-94.7% | $69,647-90.5% | $145,922-95.5% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.5%+19.3pp | 80.3%+5.4pp |
| Annual return | 15.40% | 190.55%-175.2pp | 100.48%-85.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $592 | $2,682-77.9% | $1,712-65.4% | $4,660-87.3% |
| Participant deferral / active EE | $592 | $4,236-86.0% | $2,886-79.5% | $6,688-91.1% |
| Admin fee / account holder | $378 | $7,863-95.2% | $4,713-92.0% | $13,397-97.2% |