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 | $17,045 | $112,881-84.9% | $90,951-81.3% | $158,922-89.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 70.86% | 215.79%-144.9pp | 134.60%-63.7pp | 302.83%-232.0pp |
| Employer contribution / active EE | $1,720 | $2,893-40.5% | $2,122-18.9% | $4,761-63.9% |
| Participant deferral / active EE | $4,289 | $4,128+3.9% | $3,373+27.2% | $5,982-28.3% |
| Admin fee / account holder | $612 | $8,041-92.4% | $5,959-89.7% | $11,246-94.6% |