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 4-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 | $19,113 | $93,571-79.6% | $135,903-85.9% | $75,163-74.6% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.4pp | 67.2%+24.1pp |
| Annual return | 242.09% | 30.90%+211.2pp | 68.23%+173.9pp | 160.62%+81.5pp |
| Employer contribution / active EE | $3,268 | $3,537-7.6% | $4,856-32.7% | $2,670+22.4% |
| Participant deferral / active EE | $7,400 | $6,404+15.6% | $7,758-4.6% | $4,125+79.4% |
| Admin fee / account holder | $1,295 | $6,975-81.4% | $10,762-88.0% | $5,651-77.1% |