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 5-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 | $6,115 | $185,822-96.7% | $169,993-96.4% | $139,434-95.6% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 25.39% | 60.50%-35.1pp | 53.37%-28.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,633 | $7,590-78.5% | $6,785-75.9% | $4,751-65.6% |
| Participant deferral / active EE | $3,254 | $11,622-72.0% | $10,408-68.7% | $6,710-51.5% |
| Admin fee / account holder | $653 | $15,381-95.8% | $12,815-94.9% | $11,403-94.3% |