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 9-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 | $23,488 | $160,055-85.3% | $140,016-83.2% | $135,375-82.6% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.5%+7.2pp | 82.6%+12.1pp |
| Annual return | -5.02% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,730 | $6,420-73.1% | $5,606-69.1% | $4,779-63.8% |
| Participant deferral / active EE | $3,326 | $7,642-56.5% | $6,927-52.0% | $5,609-40.7% |
| Admin fee / account holder | $1,496 | $13,328-88.8% | $10,705-86.0% | $10,827-86.2% |