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 | $21,102 | $98,750-78.6% | $149,696-85.9% | $79,858-73.6% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.6%+18.4pp |
| Annual return | 74.87% | 27.43%+47.4pp | 276.60%-201.7pp | 31.71%+43.2pp |
| Employer contribution / active EE | $652 | $3,216-79.7% | $4,644-86.0% | $2,471-73.6% |
| Participant deferral / active EE | $6,502 | $5,680+14.5% | $6,842-5.0% | $3,740+73.8% |
| Admin fee / account holder | $1,388 | $6,053-77.1% | $9,309-85.1% | $5,306-73.8% |