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 | $25,007 | $78,422-68.1% | $95,952-73.9% | $79,858-68.7% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+20.9pp | 69.6%+28.4pp |
| Annual return | 108.50% | 19.37%+89.1pp | 91.61%+16.9pp | 31.71%+76.8pp |
| Employer contribution / active EE | $2,379 | $1,945+22.3% | $2,541-6.4% | $2,471-3.7% |
| Participant deferral / active EE | $7,844 | $3,440+128.0% | $4,167+88.3% | $3,740+109.7% |
| Admin fee / account holder | $322 | $5,622-94.3% | $6,795-95.3% | $5,306-93.9% |