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 | $19,354 | $89,355-78.3% | $141,162-86.3% | $72,985-73.5% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 62.59% | 111.85%-49.3pp | 71.39%-8.8pp | 81.00%-18.4pp |
| Employer contribution / active EE | $4,496 | $3,114+44.4% | $4,735-5.0% | $2,440+84.3% |
| Participant deferral / active EE | $8,139 | $5,418+50.2% | $6,709+21.3% | $3,607+125.6% |
| Admin fee / account holder | $1,386 | $5,958-76.7% | $10,261-86.5% | $5,124-73.0% |