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 3-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 | $15,641 | $102,317-84.7% | $146,958-89.4% | $80,856-80.7% |
| Participation rate | 95.2% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 14.77% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,740 | $3,713-26.2% | $4,933-44.5% | $2,755-0.5% |
| Participant deferral / active EE | $4,224 | $6,644-36.4% | $8,070-47.7% | $4,296-1.7% |
| Admin fee / account holder | $787 | $7,941-90.1% | $12,998-93.9% | $6,918-88.6% |