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 | $24,615 | $98,750-75.1% | $149,696-83.6% | $79,858-69.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.76% | 27.43%-2.7pp | 276.60%-251.8pp | 31.71%-7.0pp |
| Employer contribution / active EE | $3,405 | $3,216+5.9% | $4,644-26.7% | $2,471+37.8% |
| Participant deferral / active EE | $7,678 | $5,680+35.2% | $6,842+12.2% | $3,740+105.3% |
| Admin fee / account holder | $1,579 | $6,053-73.9% | $9,309-83.0% | $5,306-70.2% |