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 | $5,478 | $57,590-90.5% | $86,233-93.6% | $82,448-93.4% |
| Participation rate | 91.3% | 57.9%+33.4pp | 69.0%+22.3pp | 68.1%+23.2pp |
| Annual return | 25.35% | 22.41%+2.9pp | 61.39%-36.0pp | 41.64%-16.3pp |
| Employer contribution / active EE | $1,681 | $1,655+1.5% | $2,504-32.9% | $2,551-34.1% |
| Participant deferral / active EE | $1,793 | $3,080-41.8% | $4,559-60.7% | $4,139-56.7% |
| Admin fee / account holder | $634 | $4,730-86.6% | $8,342-92.4% | $7,234-91.2% |