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 7-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 | $13,302 | $226,064-94.1% | $182,532-92.7% | $152,861-91.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 67.50% | 192.51%-125.0pp | 148.54%-81.0pp | 345.32%-277.8pp |
| Employer contribution / active EE | $1,879 | $4,978-62.3% | $4,076-53.9% | $4,762-60.5% |
| Participant deferral / active EE | $6,587 | $6,368+3.4% | $5,524+19.2% | $5,850+12.6% |
| Admin fee / account holder | $3,212 | $10,703-70.0% | $8,592-62.6% | $11,596-72.3% |