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 | $9,003 | $162,781-94.5% | $133,956-93.3% | $158,922-94.3% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 186.20% | 41.94%+144.3pp | 45.09%+141.1pp | 302.83%-116.6pp |
| Employer contribution / active EE | $2,885 | $4,975-42.0% | $3,919-26.4% | $4,761-39.4% |
| Participant deferral / active EE | $5,418 | $5,911-8.3% | $5,048+7.3% | $5,982-9.4% |
| Admin fee / account holder | $4,786 | $11,736-59.2% | $8,927-46.4% | $11,246-57.4% |