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 | $14,532 | $98,750-85.3% | $149,696-90.3% | $79,858-81.8% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.1pp |
| Annual return | 1037.40% | 27.43%+1010.0pp | 276.60%+760.8pp | 31.71%+1005.7pp |
| Employer contribution / active EE | $3,568 | $3,216+10.9% | $4,644-23.2% | $2,471+44.4% |
| Participant deferral / active EE | $4,036 | $5,680-28.9% | $6,842-41.0% | $3,740+7.9% |
| Admin fee / account holder | $876 | $6,053-85.5% | $9,309-90.6% | $5,306-83.5% |