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 | $10,055 | $98,750-89.8% | $149,696-93.3% | $79,858-87.4% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 35.45% | 27.43%+8.0pp | 276.60%-241.1pp | 31.71%+3.7pp |
| Employer contribution / active EE | $1,928 | $3,216-40.1% | $4,644-58.5% | $2,471-22.0% |
| Participant deferral / active EE | $2,632 | $5,680-53.7% | $6,842-61.5% | $3,740-29.6% |
| Admin fee / account holder | $1,070 | $6,053-82.3% | $9,309-88.5% | $5,306-79.8% |