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 | $15,842 | $98,750-84.0% | $149,696-89.4% | $79,858-80.2% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 27.52% | 27.43%+0.1pp | 276.60%-249.1pp | 31.71%-4.2pp |
| Employer contribution / active EE | $2,633 | $3,216-18.1% | $4,644-43.3% | $2,471+6.6% |
| Participant deferral / active EE | $4,919 | $5,680-13.4% | $6,842-28.1% | $3,740+31.5% |
| Admin fee / account holder | $605 | $6,053-90.0% | $9,309-93.5% | $5,306-88.6% |