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 | $22,954 | $102,317-77.6% | $146,958-84.4% | $80,856-71.6% |
| Participation rate | 74.1% | 75.8%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 15.79% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,159 | $3,713-41.8% | $4,933-56.2% | $2,755-21.6% |
| Participant deferral / active EE | $3,435 | $6,644-48.3% | $8,070-57.4% | $4,296-20.0% |
| Admin fee / account holder | $1,814 | $7,941-77.2% | $12,998-86.0% | $6,918-73.8% |