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 | $10,316 | $78,422-86.8% | $95,952-89.2% | $79,858-87.1% |
| Participation rate | 90.1% | 73.5%+16.7pp | 77.1%+13.1pp | 69.6%+20.5pp |
| Annual return | 65.34% | 19.37%+46.0pp | 91.61%-26.3pp | 31.71%+33.6pp |
| Employer contribution / active EE | $1,469 | $1,945-24.5% | $2,541-42.2% | $2,471-40.5% |
| Participant deferral / active EE | $3,572 | $3,440+3.8% | $4,167-14.3% | $3,740-4.5% |
| Admin fee / account holder | $1,454 | $5,622-74.1% | $6,795-78.6% | $5,306-72.6% |