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 | $20,009 | $102,317-80.4% | $146,958-86.4% | $80,856-75.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 17.34% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $983 | $3,713-73.5% | $4,933-80.1% | $2,755-64.3% |
| Participant deferral / active EE | $2,960 | $6,644-55.4% | $8,070-63.3% | $4,296-31.1% |
| Admin fee / account holder | $979 | $7,941-87.7% | $12,998-92.5% | $6,918-85.8% |