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 | $21,404 | $102,317-79.1% | $146,958-85.4% | $80,856-73.5% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.0pp | 67.6%+21.6pp |
| Annual return | 18.26% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,161 | $3,713-14.9% | $4,933-35.9% | $2,755+14.7% |
| Participant deferral / active EE | $4,802 | $6,644-27.7% | $8,070-40.5% | $4,296+11.8% |
| Admin fee / account holder | $5,669 | $7,941-28.6% | $12,998-56.4% | $6,918-18.1% |