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 | $25,758 | $94,031-72.6% | $115,768-77.8% | $82,448-68.8% |
| Participation rate | 93.8% | 70.4%+23.3pp | 74.4%+19.4pp | 68.1%+25.7pp |
| Annual return | 157.58% | 20.61%+137.0pp | 100.46%+57.1pp | 41.64%+115.9pp |
| Employer contribution / active EE | $1,436 | $2,323-38.2% | $2,940-51.2% | $2,551-43.7% |
| Participant deferral / active EE | $3,614 | $3,972-9.0% | $4,917-26.5% | $4,139-12.7% |
| Admin fee / account holder | $1,002 | $10,249-90.2% | $12,439-91.9% | $7,234-86.1% |