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 | $12,703 | $91,190-86.1% | $178,490-92.9% | $79,858-84.1% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.5pp | 69.6%+28.8pp |
| Annual return | 63.02% | 24.19%+38.8pp | 151.07%-88.1pp | 31.71%+31.3pp |
| Employer contribution / active EE | $1,670 | $3,256-48.7% | $5,011-66.7% | $2,471-32.4% |
| Participant deferral / active EE | $2,036 | $3,236-37.1% | $5,202-60.9% | $3,740-45.6% |
| Admin fee / account holder | $828 | $6,751-87.7% | $13,984-94.1% | $5,306-84.4% |