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 | $11,933 | $105,181-88.7% | $159,436-92.5% | $85,850-86.1% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.8%+6.7pp | 69.3%+20.2pp |
| Annual return | 65.89% | 45.07%+20.8pp | 263.57%-197.7pp | 318.53%-252.6pp |
| Employer contribution / active EE | $1,300 | $3,318-60.8% | $4,829-73.1% | $2,565-49.3% |
| Participant deferral / active EE | $7,369 | $5,945+24.0% | $7,352+0.2% | $3,952+86.5% |
| Admin fee / account holder | $1,430 | $6,933-79.4% | $10,799-86.8% | $6,260-77.1% |