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 | $9,872 | $68,346-85.6% | $94,646-89.6% | $75,163-86.9% |
| Participation rate | 92.3% | 76.1%+16.2pp | 80.8%+11.5pp | 67.2%+25.1pp |
| Annual return | 42.84% | 616.93%-574.1pp | 156.71%-113.9pp | 160.62%-117.8pp |
| Employer contribution / active EE | $1,703 | $2,701-36.9% | $3,672-53.6% | $2,670-36.2% |
| Participant deferral / active EE | $4,503 | $6,537-31.1% | $7,418-39.3% | $4,125+9.2% |
| Admin fee / account holder | $511 | $5,326-90.4% | $7,231-92.9% | $5,651-91.0% |