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 | $34,908 | $137,414-74.6% | $189,513-81.6% | $85,850-59.3% |
| Participation rate | 90.2% | 84.6%+5.6pp | 87.8%+2.4pp | 69.3%+20.9pp |
| Annual return | 26.58% | 38.14%-11.6pp | 555.15%-528.6pp | 318.53%-292.0pp |
| Employer contribution / active EE | $4,191 | $4,344-3.5% | $6,162-32.0% | $2,565+63.4% |
| Participant deferral / active EE | $8,447 | $6,260+34.9% | $8,221+2.7% | $3,952+113.8% |
| Admin fee / account holder | $3,600 | $8,630-58.3% | $12,045-70.1% | $6,260-42.5% |