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 7-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 | $20,755 | $68,346-69.6% | $94,646-78.1% | $75,163-72.4% |
| Participation rate | 81.8% | 76.1%+5.7pp | 80.8%+1.0pp | 67.2%+14.6pp |
| Annual return | 26.90% | 616.93%-590.0pp | 156.71%-129.8pp | 160.62%-133.7pp |
| Employer contribution / active EE | $2,992 | $2,701+10.8% | $3,672-18.5% | $2,670+12.1% |
| Participant deferral / active EE | $5,379 | $6,537-17.7% | $7,418-27.5% | $4,125+30.4% |
| Admin fee / account holder | $689 | $5,326-87.1% | $7,231-90.5% | $5,651-87.8% |