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 | $12,097 | $65,395-81.5% | $182,532-93.4% | $72,985-83.4% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 69.5%+27.3pp |
| Annual return | 39.96% | 27.68%+12.3pp | 148.54%-108.6pp | 81.00%-41.0pp |
| Employer contribution / active EE | $2,297 | $1,911+20.2% | $4,076-43.7% | $2,440-5.9% |
| Participant deferral / active EE | $5,752 | $3,563+61.4% | $5,524+4.1% | $3,607+59.5% |
| Admin fee / account holder | $470 | $4,245-88.9% | $8,592-94.5% | $5,124-90.8% |