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 | $11,740 | $58,927-80.1% | $76,817-84.7% | $72,985-83.9% |
| Participation rate | 90.0% | 67.3%+22.7pp | 72.1%+17.9pp | 69.5%+20.5pp |
| Annual return | 30.51% | 2305.64%-2275.1pp | 1166.11%-1135.6pp | 81.00%-50.5pp |
| Employer contribution / active EE | $1,573 | $1,787-12.0% | $2,302-31.7% | $2,440-35.5% |
| Participant deferral / active EE | $2,844 | $2,690+5.7% | $3,336-14.7% | $3,607-21.2% |
| Admin fee / account holder | $325 | $4,013-91.9% | $6,420-94.9% | $5,124-93.6% |