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 | $39,352 | $148,978-73.6% | $200,582-80.4% | $84,808-53.6% |
| Participation rate | 91.1% | 84.2%+6.9pp | 86.9%+4.2pp | 68.3%+22.8pp |
| Annual return | 42.00% | 28.16%+13.8pp | 42.33%-0.3pp | 40.90%+1.1pp |
| Employer contribution / active EE | $5,149 | $4,815+6.9% | $6,419-19.8% | $2,631+95.7% |
| Participant deferral / active EE | $8,731 | $7,142+22.2% | $9,331-6.4% | $4,212+107.3% |
| Admin fee / account holder | $4,965 | $13,977-64.5% | $16,305-69.6% | $7,344-32.4% |