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 7-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 | $13,812 | $98,750-86.0% | $149,696-90.8% | $79,858-82.7% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.7pp |
| Annual return | 97.51% | 27.43%+70.1pp | 276.60%-179.1pp | 31.71%+65.8pp |
| Employer contribution / active EE | $943 | $3,216-70.7% | $4,644-79.7% | $2,471-61.8% |
| Participant deferral / active EE | $8,190 | $5,680+44.2% | $6,842+19.7% | $3,740+119.0% |
| Admin fee / account holder | $672 | $6,053-88.9% | $9,309-92.8% | $5,306-87.3% |