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 | $18,455 | $68,346-73.0% | $94,646-80.5% | $75,163-75.4% |
| Participation rate | 95.1% | 76.1%+19.0pp | 80.8%+14.3pp | 67.2%+27.9pp |
| Annual return | 37.36% | 616.93%-579.6pp | 156.71%-119.4pp | 160.62%-123.3pp |
| Employer contribution / active EE | $4,265 | $2,701+57.9% | $3,672+16.1% | $2,670+59.7% |
| Participant deferral / active EE | $8,686 | $6,537+32.9% | $7,418+17.1% | $4,125+110.6% |
| Admin fee / account holder | $3,547 | $5,326-33.4% | $7,231-50.9% | $5,651-37.2% |