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 | $5,271 | $175,202-97.0% | $149,673-96.5% | $139,434-96.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.17% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,903 | $5,474-65.2% | $4,818-60.5% | $4,751-60.0% |
| Participant deferral / active EE | $3,489 | $6,519-46.5% | $5,680-38.6% | $6,710-48.0% |
| Admin fee / account holder | $542 | $16,150-96.6% | $13,210-95.9% | $11,403-95.2% |