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 | $23,688 | $152,587-84.5% | $125,175-81.1% | $152,861-84.5% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 19.47% | 54.84%-35.4pp | 43.79%-24.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,983 | $4,946-59.9% | $3,865-48.7% | $4,762-58.4% |
| Participant deferral / active EE | $2,726 | $5,868-53.5% | $4,937-44.8% | $5,850-53.4% |
| Admin fee / account holder | $7,555 | $13,434-43.8% | $9,702-22.1% | $11,596-34.8% |