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 4-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 | $25,196 | $101,724-75.2% | $164,813-84.7% | $80,856-68.8% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.6%+29.2pp |
| Annual return | 27.62% | 16.72%+10.9pp | 69.93%-42.3pp | 35.59%-8.0pp |
| Employer contribution / active EE | $3,568 | $2,953+20.8% | $4,341-17.8% | $2,755+29.5% |
| Participant deferral / active EE | $6,210 | $4,477+38.7% | $6,031+3.0% | $4,296+44.6% |
| Admin fee / account holder | $326 | $8,227-96.0% | $12,690-97.4% | $6,918-95.3% |