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 | $8,332 | $65,395-87.3% | $182,532-95.4% | $72,985-88.6% |
| Participation rate | 74.2% | 65.4%+8.8pp | 78.0%-3.8pp | 69.5%+4.7pp |
| Annual return | 22.29% | 27.68%-5.4pp | 148.54%-126.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,719 | $1,911-10.1% | $4,076-57.8% | $2,440-29.6% |
| Participant deferral / active EE | $2,488 | $3,563-30.2% | $5,524-55.0% | $3,607-31.0% |
| Admin fee / account holder | $2,047 | $4,245-51.8% | $8,592-76.2% | $5,124-60.0% |