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 | $12,506 | $98,750-87.3% | $149,696-91.6% | $79,858-84.3% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 88.71% | 27.43%+61.3pp | 276.60%-187.9pp | 31.71%+57.0pp |
| Employer contribution / active EE | $4,170 | $3,216+29.7% | $4,644-10.2% | $2,471+68.8% |
| Participant deferral / active EE | $3,298 | $5,680-41.9% | $6,842-51.8% | $3,740-11.8% |
| Admin fee / account holder | $331 | $6,053-94.5% | $9,309-96.4% | $5,306-93.8% |