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 9-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 | $24,688 | $102,317-75.9% | $146,958-83.2% | $80,856-69.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.75% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,845 | $3,713-23.4% | $4,933-42.3% | $2,755+3.3% |
| Participant deferral / active EE | $4,338 | $6,644-34.7% | $8,070-46.2% | $4,296+1.0% |
| Admin fee / account holder | $447 | $7,941-94.4% | $12,998-96.6% | $6,918-93.5% |