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 8-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 | $15,193 | $81,208-81.3% | $98,907-84.6% | $79,858-81.0% |
| Participation rate | 81.0% | 72.5%+8.4pp | 76.0%+4.9pp | 69.6%+11.3pp |
| Annual return | 15.23% | 60.99%-45.8pp | 196.43%-181.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,967 | $1,960+51.4% | $2,689+10.3% | $2,471+20.1% |
| Participant deferral / active EE | $3,352 | $3,265+2.7% | $4,244-21.0% | $3,740-10.4% |
| Admin fee / account holder | $664 | $6,013-89.0% | $6,642-90.0% | $5,306-87.5% |