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 | $7,609 | $165,335-95.4% | $149,696-94.9% | $158,922-95.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 95.79% | 348.15%-252.4pp | 276.60%-180.8pp | 302.83%-207.0pp |
| Employer contribution / active EE | $1,640 | $5,103-67.9% | $4,644-64.7% | $4,761-65.5% |
| Participant deferral / active EE | $3,792 | $7,181-47.2% | $6,842-44.6% | $5,982-36.6% |
| Admin fee / account holder | $1,272 | $10,807-88.2% | $9,309-86.3% | $11,246-88.7% |