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 | $15,547 | $165,984-90.6% | $164,813-90.6% | $145,922-89.3% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 25.03% | 100.03%-75.0pp | 69.93%-44.9pp | 561.29%-536.3pp |
| Employer contribution / active EE | $3,646 | $5,273-30.9% | $4,341-16.0% | $4,660-21.8% |
| Participant deferral / active EE | $7,155 | $6,959+2.8% | $6,031+18.6% | $6,688+7.0% |
| Admin fee / account holder | $1,036 | $16,648-93.8% | $12,690-91.8% | $13,397-92.3% |