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 | $61,710 | $227,396-72.9% | $442,409-86.1% | $116,875-47.2% |
| Participation rate | 94.4% | 85.7%+8.7pp | 88.0%+6.4pp | 74.5%+19.9pp |
| Annual return | 25.81% | 16.35%+9.5pp | 90.53%-64.7pp | 16.29%+9.5pp |
| Employer contribution / active EE | $2,537 | $5,244-51.6% | $7,697-67.0% | $3,288-22.8% |
| Participant deferral / active EE | $5,272 | $7,352-28.3% | $7,555-30.2% | $3,885+35.7% |
| Admin fee / account holder | $422 | $16,310-97.4% | $51,603-99.2% | $12,263-96.6% |