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 6-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 | $10,668 | $91,538-88.3% | $129,995-91.8% | $75,163-85.8% |
| Participation rate | 88.6% | 71.4%+17.2pp | 78.5%+10.2pp | 67.2%+21.4pp |
| Annual return | 197.91% | -631.11%+829.0pp | -137.18%+335.1pp | 160.62%+37.3pp |
| Employer contribution / active EE | $1,143 | $2,845-59.8% | $4,320-73.5% | $2,670-57.2% |
| Participant deferral / active EE | $2,312 | $4,341-46.7% | $5,820-60.3% | $4,125-43.9% |
| Admin fee / account holder | $512 | $6,790-92.5% | $10,614-95.2% | $5,651-90.9% |