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 | $6,554 | $107,334-93.9% | $92,893-92.9% | $152,861-95.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 27.20% | 145.58%-118.4pp | 109.41%-82.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,460 | $4,221-65.4% | $3,653-60.0% | $4,762-69.3% |
| Participant deferral / active EE | $2,605 | $4,845-46.2% | $4,236-38.5% | $5,850-55.5% |
| Admin fee / account holder | $724 | $7,079-89.8% | $5,794-87.5% | $11,596-93.8% |