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 | $13,797 | $107,934-87.2% | $91,989-85.0% | $152,861-91.0% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.4%+11.3pp |
| Annual return | 84.13% | 89.24%-5.1pp | 69.02%+15.1pp | 345.32%-261.2pp |
| Employer contribution / active EE | $2,910 | $4,210-30.9% | $3,452-15.7% | $4,762-38.9% |
| Participant deferral / active EE | $6,590 | $6,364+3.5% | $5,923+11.3% | $5,850+12.6% |
| Admin fee / account holder | $719 | $10,520-93.2% | $7,743-90.7% | $11,596-93.8% |