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 | $15,448 | $81,208-81.0% | $98,907-84.4% | $79,858-80.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 21.73% | 60.99%-39.3pp | 196.43%-174.7pp | 31.71%-10.0pp |
| Employer contribution / active EE | $3,247 | $1,960+65.7% | $2,689+20.7% | $2,471+31.4% |
| Participant deferral / active EE | $6,164 | $3,265+88.8% | $4,244+45.2% | $3,740+64.8% |
| Admin fee / account holder | $2,002 | $6,013-66.7% | $6,642-69.9% | $5,306-62.3% |