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 | $22,640 | $152,587-85.2% | $125,175-81.9% | $152,861-85.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 89.43% | 54.84%+34.6pp | 43.79%+45.6pp | 345.32%-255.9pp |
| Employer contribution / active EE | $2,894 | $4,946-41.5% | $3,865-25.1% | $4,762-39.2% |
| Participant deferral / active EE | $6,719 | $5,868+14.5% | $4,937+36.1% | $5,850+14.9% |
| Admin fee / account holder | $393 | $13,434-97.1% | $9,702-95.9% | $11,596-96.6% |