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 6-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 | $18,167 | $70,587-74.3% | $124,672-85.4% | $85,850-78.8% |
| Participation rate | 70.3% | 64.4%+5.9pp | 74.6%-4.3pp | 69.3%+1.0pp |
| Annual return | 16.67% | 20688.83%-20672.2pp | 5142.93%-5126.3pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,342 | $1,913-29.8% | $3,324-59.6% | $2,565-47.7% |
| Participant deferral / active EE | $5,584 | $2,969+88.1% | $4,614+21.0% | $3,952+41.3% |
| Admin fee / account holder | $382 | $5,282-92.8% | $7,493-94.9% | $6,260-93.9% |