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 | $14,871 | $185,200-92.0% | $142,863-89.6% | $167,490-91.1% |
| Participation rate | 84.2% | 78.4%+5.8pp | 71.9%+12.3pp | 82.1%+2.1pp |
| Annual return | 23.09% | 8555.70%-8532.6pp | 5637.54%-5614.4pp | 478.56%-455.5pp |
| Employer contribution / active EE | $3,333 | $5,604-40.5% | $4,144-19.6% | $4,837-31.1% |
| Participant deferral / active EE | $3,800 | $4,494-15.5% | $3,837-1.0% | $6,341-40.1% |
| Admin fee / account holder | $548 | $8,031-93.2% | $6,560-91.6% | $12,309-95.5% |