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 | $9,547 | $98,750-90.3% | $149,696-93.6% | $79,858-88.0% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 97.11% | 27.43%+69.7pp | 276.60%-179.5pp | 31.71%+65.4pp |
| Employer contribution / active EE | $1,648 | $3,216-48.8% | $4,644-64.5% | $2,471-33.3% |
| Participant deferral / active EE | $3,536 | $5,680-37.8% | $6,842-48.3% | $3,740-5.5% |
| Admin fee / account holder | $323 | $6,053-94.7% | $9,309-96.5% | $5,306-93.9% |