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 | $12,284 | $98,750-87.6% | $149,696-91.8% | $79,858-84.6% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.2pp |
| Annual return | 17.47% | 27.43%-10.0pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,386 | $3,216-25.8% | $4,644-48.6% | $2,471-3.4% |
| Participant deferral / active EE | $3,449 | $5,680-39.3% | $6,842-49.6% | $3,740-7.8% |
| Admin fee / account holder | $1,339 | $6,053-77.9% | $9,309-85.6% | $5,306-74.8% |