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 | $12,512 | $165,335-92.4% | $149,696-91.6% | $158,922-92.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 23.21% | 348.15%-324.9pp | 276.60%-253.4pp | 302.83%-279.6pp |
| Employer contribution / active EE | $3,319 | $5,103-34.9% | $4,644-28.5% | $4,761-30.3% |
| Participant deferral / active EE | $3,877 | $7,181-46.0% | $6,842-43.3% | $5,982-35.2% |
| Admin fee / account holder | $2,004 | $10,807-81.5% | $9,309-78.5% | $11,246-82.2% |