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 | $19,209 | $91,538-79.0% | $129,995-85.2% | $75,163-74.4% |
| Participation rate | 94.6% | 71.4%+23.2pp | 78.5%+16.1pp | 67.2%+27.4pp |
| Annual return | 26.23% | -631.11%+657.3pp | -137.18%+163.4pp | 160.62%-134.4pp |
| Employer contribution / active EE | $2,348 | $2,845-17.5% | $4,320-45.6% | $2,670-12.1% |
| Participant deferral / active EE | $3,181 | $4,341-26.7% | $5,820-45.3% | $4,125-22.9% |
| Admin fee / account holder | $790 | $6,790-88.4% | $10,614-92.6% | $5,651-86.0% |