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 | $15,622 | $185,200-91.6% | $142,863-89.1% | $167,490-90.7% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 13.04% | 8555.70%-8542.7pp | 5637.54%-5624.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,645 | $5,604-70.6% | $4,144-60.3% | $4,837-66.0% |
| Participant deferral / active EE | $2,445 | $4,494-45.6% | $3,837-36.3% | $6,341-61.4% |
| Admin fee / account holder | $6,930 | $8,031-13.7% | $6,560+5.6% | $12,309-43.7% |