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 8-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 | $14,404 | $78,422-81.6% | $95,952-85.0% | $79,858-82.0% |
| Participation rate | 83.9% | 73.5%+10.4pp | 77.1%+6.8pp | 69.6%+14.2pp |
| Annual return | 38.98% | 19.37%+19.6pp | 91.61%-52.6pp | 31.71%+7.3pp |
| Employer contribution / active EE | $1,496 | $1,945-23.1% | $2,541-41.1% | $2,471-39.4% |
| Participant deferral / active EE | $2,567 | $3,440-25.4% | $4,167-38.4% | $3,740-31.4% |
| Admin fee / account holder | $977 | $5,622-82.6% | $6,795-85.6% | $5,306-81.6% |