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 | $26,713 | $180,028-85.2% | $138,135-80.7% | $158,922-83.2% |
| Participation rate | 83.3% | 82.2%+1.1pp | 78.7%+4.6pp | 82.0%+1.4pp |
| Annual return | 82.30% | 21.68%+60.6pp | 20.51%+61.8pp | 302.83%-220.5pp |
| Employer contribution / active EE | $2,192 | $7,470-70.7% | $5,587-60.8% | $4,761-54.0% |
| Participant deferral / active EE | $8,133 | $7,717+5.4% | $6,431+26.5% | $5,982+35.9% |
| Admin fee / account holder | $8,488 | $17,912-52.6% | $11,856-28.4% | $11,246-24.5% |