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 8-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 | $12,430 | $190,805-93.5% | $159,960-92.2% | $134,475-90.8% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -19.74% | 552.23%-572.0pp | 408.60%-428.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,027 | $4,995-79.4% | $4,226-75.7% | $4,740-78.3% |
| Participant deferral / active EE | $3,520 | $6,923-49.2% | $6,182-43.1% | $6,400-45.0% |
| Admin fee / account holder | $863 | $10,471-91.8% | $8,698-90.1% | $11,426-92.4% |