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 5-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 | $24,117 | $102,317-76.4% | $146,958-83.6% | $80,856-70.2% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.2%+0.5pp | 67.6%+15.0pp |
| Annual return | 20.64% | 134.76%-114.1pp | 418.34%-397.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $2,484 | $3,713-33.1% | $4,933-49.7% | $2,755-9.8% |
| Participant deferral / active EE | $5,055 | $6,644-23.9% | $8,070-37.4% | $4,296+17.7% |
| Admin fee / account holder | $3,181 | $7,941-59.9% | $12,998-75.5% | $6,918-54.0% |