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 | $22,798 | $180,449-87.4% | $154,107-85.2% | $135,375-83.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -4.82% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,509 | $6,035-75.0% | $5,298-71.5% | $4,779-68.4% |
| Participant deferral / active EE | $5,343 | $5,806-8.0% | $5,081+5.2% | $5,609-4.7% |
| Admin fee / account holder | $27,482 | $16,143+70.2% | $13,411+104.9% | $10,827+153.8% |