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 | $25,956 | $78,422-66.9% | $95,952-72.9% | $79,858-67.5% |
| Participation rate | 90.6% | 73.5%+17.1pp | 77.1%+13.6pp | 69.6%+21.0pp |
| Annual return | 21.55% | 19.37%+2.2pp | 91.61%-70.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,658 | $1,945-14.8% | $2,541-34.7% | $2,471-32.9% |
| Participant deferral / active EE | $5,765 | $3,440+67.6% | $4,167+38.4% | $3,740+54.2% |
| Admin fee / account holder | $1,465 | $5,622-73.9% | $6,795-78.4% | $5,306-72.4% |