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 9-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 | $15,579 | $89,355-82.6% | $141,162-89.0% | $72,985-78.7% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 49.12% | 111.85%-62.7pp | 71.39%-22.3pp | 81.00%-31.9pp |
| Employer contribution / active EE | $2,033 | $3,114-34.7% | $4,735-57.1% | $2,440-16.7% |
| Participant deferral / active EE | $4,066 | $5,418-25.0% | $6,709-39.4% | $3,607+12.7% |
| Admin fee / account holder | $323 | $5,958-94.6% | $10,261-96.8% | $5,124-93.7% |