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 8-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 | $15,706 | $98,750-84.1% | $149,696-89.5% | $79,858-80.3% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 33.10% | 27.43%+5.7pp | 276.60%-243.5pp | 31.71%+1.4pp |
| Employer contribution / active EE | $3,895 | $3,216+21.1% | $4,644-16.1% | $2,471+57.7% |
| Participant deferral / active EE | $4,001 | $5,680-29.6% | $6,842-41.5% | $3,740+7.0% |
| Admin fee / account holder | $1,449 | $6,053-76.1% | $9,309-84.4% | $5,306-72.7% |