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 | $4,625 | $105,931-95.6% | $81,930-94.4% | $158,922-97.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 77.45% | 38.17%+39.3pp | 29.49%+48.0pp | 302.83%-225.4pp |
| Employer contribution / active EE | $1,689 | $7,800-78.3% | $4,310-60.8% | $4,761-64.5% |
| Participant deferral / active EE | $1,780 | $13,003-86.3% | $7,107-75.0% | $5,982-70.2% |
| Admin fee / account holder | $347 | $8,489-95.9% | $5,158-93.3% | $11,246-96.9% |