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 | $15,582 | $94,031-83.4% | $115,768-86.5% | $82,448-81.1% |
| Participation rate | 96.5% | 70.4%+26.1pp | 74.4%+22.1pp | 68.1%+28.4pp |
| Annual return | 98.39% | 20.61%+77.8pp | 100.46%-2.1pp | 41.64%+56.7pp |
| Employer contribution / active EE | $2,280 | $2,323-1.8% | $2,940-22.4% | $2,551-10.6% |
| Participant deferral / active EE | $4,823 | $3,972+21.4% | $4,917-1.9% | $4,139+16.5% |
| Admin fee / account holder | $481 | $10,249-95.3% | $12,439-96.1% | $7,234-93.4% |