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 | $16,131 | $102,317-84.2% | $146,958-89.0% | $80,856-80.0% |
| Participation rate | 95.6% | 75.8%+19.7pp | 82.2%+13.4pp | 67.6%+27.9pp |
| Annual return | 29.44% | 134.76%-105.3pp | 418.34%-388.9pp | 35.59%-6.2pp |
| Employer contribution / active EE | $3,083 | $3,713-17.0% | $4,933-37.5% | $2,755+11.9% |
| Participant deferral / active EE | $4,224 | $6,644-36.4% | $8,070-47.7% | $4,296-1.7% |
| Admin fee / account holder | $2,017 | $7,941-74.6% | $12,998-84.5% | $6,918-70.8% |