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 | $6,033 | $58,927-89.8% | $76,817-92.1% | $72,985-91.7% |
| Participation rate | 84.9% | 67.3%+17.6pp | 72.1%+12.9pp | 69.5%+15.5pp |
| Annual return | 52.39% | 2305.64%-2253.3pp | 1166.11%-1113.7pp | 81.00%-28.6pp |
| Employer contribution / active EE | $1,192 | $1,787-33.3% | $2,302-48.2% | $2,440-51.1% |
| Participant deferral / active EE | $1,633 | $2,690-39.3% | $3,336-51.1% | $3,607-54.7% |
| Admin fee / account holder | $1,171 | $4,013-70.8% | $6,420-81.8% | $5,124-77.2% |