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 | $11,480 | $95,416-88.0% | $185,823-93.8% | $85,850-86.6% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 22.10% | 23.59%-1.5pp | 122.05%-100.0pp | 318.53%-296.4pp |
| Employer contribution / active EE | $1,701 | $3,314-48.7% | $5,167-67.1% | $2,565-33.7% |
| Participant deferral / active EE | $1,352 | $3,423-60.5% | $5,568-75.7% | $3,952-65.8% |
| Admin fee / account holder | $485 | $7,213-93.3% | $16,237-97.0% | $6,260-92.3% |