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 | $8,916 | $78,422-88.6% | $95,952-90.7% | $79,858-88.8% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 104.21% | 19.37%+84.8pp | 91.61%+12.6pp | 31.71%+72.5pp |
| Employer contribution / active EE | $2,210 | $1,945+13.6% | $2,541-13.0% | $2,471-10.6% |
| Participant deferral / active EE | $4,259 | $3,440+23.8% | $4,167+2.2% | $3,740+13.9% |
| Admin fee / account holder | $441 | $5,622-92.2% | $6,795-93.5% | $5,306-91.7% |