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 9-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 | $22,759 | $102,317-77.8% | $146,958-84.5% | $80,856-71.9% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.2%-0.6pp | 67.6%+13.9pp |
| Annual return | 13.35% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $967 | $3,713-74.0% | $4,933-80.4% | $2,755-64.9% |
| Participant deferral / active EE | $3,936 | $6,644-40.8% | $8,070-51.2% | $4,296-8.4% |
| Admin fee / account holder | $5,953 | $7,941-25.0% | $12,998-54.2% | $6,918-13.9% |