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 7-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 | $16,317 | $185,200-91.2% | $142,863-88.6% | $167,490-90.3% |
| Participation rate | 87.5% | 78.4%+9.1pp | 71.9%+15.6pp | 82.1%+5.4pp |
| Annual return | 32.07% | 8555.70%-8523.6pp | 5637.54%-5605.5pp | 478.56%-446.5pp |
| Employer contribution / active EE | $420 | $5,604-92.5% | $4,144-89.9% | $4,837-91.3% |
| Participant deferral / active EE | $4,037 | $4,494-10.2% | $3,837+5.2% | $6,341-36.3% |
| Admin fee / account holder | $2,086 | $8,031-74.0% | $6,560-68.2% | $12,309-83.1% |