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 9-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 | $10,635 | $89,355-88.1% | $141,162-92.5% | $72,985-85.4% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 44.71% | 111.85%-67.1pp | 71.39%-26.7pp | 81.00%-36.3pp |
| Employer contribution / active EE | $1,557 | $3,114-50.0% | $4,735-67.1% | $2,440-36.2% |
| Participant deferral / active EE | $6,809 | $5,418+25.7% | $6,709+1.5% | $3,607+88.8% |
| Admin fee / account holder | $379 | $5,958-93.6% | $10,261-96.3% | $5,124-92.6% |