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 | $19,615 | $165,335-88.1% | $149,696-86.9% | $158,922-87.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 127.86% | 348.15%-220.3pp | 276.60%-148.7pp | 302.83%-175.0pp |
| Employer contribution / active EE | $4,044 | $5,103-20.8% | $4,644-12.9% | $4,761-15.1% |
| Participant deferral / active EE | $7,618 | $7,181+6.1% | $6,842+11.3% | $5,982+27.3% |
| Admin fee / account holder | $4,153 | $10,807-61.6% | $9,309-55.4% | $11,246-63.1% |