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 | $18,547 | $102,317-81.9% | $146,958-87.4% | $80,856-77.1% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.7pp | 67.6%+24.3pp |
| Annual return | 14.45% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,290 | $3,713-65.2% | $4,933-73.8% | $2,755-53.2% |
| Participant deferral / active EE | $2,611 | $6,644-60.7% | $8,070-67.6% | $4,296-39.2% |
| Admin fee / account holder | $1,599 | $7,941-79.9% | $12,998-87.7% | $6,918-76.9% |