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 | $7,456 | $101,724-92.7% | $164,813-95.5% | $80,856-90.8% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.6pp | 67.6%+28.5pp |
| Annual return | 54.10% | 16.72%+37.4pp | 69.93%-15.8pp | 35.59%+18.5pp |
| Employer contribution / active EE | $1,877 | $2,953-36.5% | $4,341-56.8% | $2,755-31.9% |
| Participant deferral / active EE | $2,633 | $4,477-41.2% | $6,031-56.4% | $4,296-38.7% |
| Admin fee / account holder | $1,618 | $8,227-80.3% | $12,690-87.3% | $6,918-76.6% |