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 | $3,750 | $91,190-95.9% | $178,490-97.9% | $79,858-95.3% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.8pp | 69.6%+3.4pp |
| Annual return | 86.63% | 24.19%+62.4pp | 151.07%-64.4pp | 31.71%+54.9pp |
| Employer contribution / active EE | $1,280 | $3,256-60.7% | $5,011-74.4% | $2,471-48.2% |
| Participant deferral / active EE | $1,931 | $3,236-40.3% | $5,202-62.9% | $3,740-48.4% |
| Admin fee / account holder | $974 | $6,751-85.6% | $13,984-93.0% | $5,306-81.6% |