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 | $9,206 | $93,571-90.2% | $135,903-93.2% | $75,163-87.8% |
| Participation rate | 90.2% | 75.2%+15.1pp | 81.9%+8.3pp | 67.2%+23.1pp |
| Annual return | 64.02% | 30.90%+33.1pp | 68.23%-4.2pp | 160.62%-96.6pp |
| Employer contribution / active EE | $2,459 | $3,537-30.5% | $4,856-49.4% | $2,670-7.9% |
| Participant deferral / active EE | $3,316 | $6,404-48.2% | $7,758-57.3% | $4,125-19.6% |
| Admin fee / account holder | $1,530 | $6,975-78.1% | $10,762-85.8% | $5,651-72.9% |