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 6-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 | $4,129 | $176,056-97.7% | $159,436-97.4% | $167,490-97.5% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 23.77% | 331.75%-308.0pp | 263.57%-239.8pp | 478.56%-454.8pp |
| Employer contribution / active EE | $1,490 | $5,297-71.9% | $4,829-69.2% | $4,837-69.2% |
| Participant deferral / active EE | $3,016 | $7,750-61.1% | $7,352-59.0% | $6,341-52.4% |
| Admin fee / account holder | $305 | $12,554-97.6% | $10,799-97.2% | $12,309-97.5% |