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 6-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 | $22,795 | $102,317-77.7% | $146,958-84.5% | $80,856-71.8% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 21.84% | 134.76%-112.9pp | 418.34%-396.5pp | 35.59%-13.8pp |
| Employer contribution / active EE | $2,453 | $3,713-33.9% | $4,933-50.3% | $2,755-10.9% |
| Participant deferral / active EE | $7,525 | $6,644+13.3% | $8,070-6.8% | $4,296+75.2% |
| Admin fee / account holder | $1,785 | $7,941-77.5% | $12,998-86.3% | $6,918-74.2% |