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 6-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 | $13,638 | $78,422-82.6% | $95,952-85.8% | $79,858-82.9% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 30.05% | 19.37%+10.7pp | 91.61%-61.6pp | 31.71%-1.7pp |
| Employer contribution / active EE | $2,748 | $1,945+41.3% | $2,541+8.1% | $2,471+11.2% |
| Participant deferral / active EE | $4,164 | $3,440+21.1% | $4,167-0.1% | $3,740+11.3% |
| Admin fee / account holder | $824 | $5,622-85.3% | $6,795-87.9% | $5,306-84.5% |