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 | $16,109 | $72,492-77.8% | $87,100-81.5% | $72,985-77.9% |
| Participation rate | 79.2% | 72.8%+6.4pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 65.52% | 24.46%+41.1pp | 28.19%+37.3pp | 81.00%-15.5pp |
| Employer contribution / active EE | $1,202 | $1,894-36.5% | $2,521-52.3% | $2,440-50.7% |
| Participant deferral / active EE | $7,537 | $3,270+130.5% | $4,049+86.2% | $3,607+108.9% |
| Admin fee / account holder | $387 | $5,055-92.4% | $7,497-94.8% | $5,124-92.5% |