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 | $19,317 | $154,117-87.5% | $129,995-85.1% | $139,434-86.1% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 19.27% | 32.48%-13.2pp | -137.18%+156.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,685 | $5,289-68.1% | $4,320-61.0% | $4,751-64.5% |
| Participant deferral / active EE | $2,375 | $6,710-64.6% | $5,820-59.2% | $6,710-64.6% |
| Admin fee / account holder | $360 | $14,007-97.4% | $10,614-96.6% | $11,403-96.8% |