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 6-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 | $4,277 | $106,515-96.0% | $96,683-95.6% | $139,434-96.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 44.21% | 38.43%+5.8pp | 35.69%+8.5pp | 372.94%-328.7pp |
| Employer contribution / active EE | $1,532 | $4,103-62.7% | $3,737-59.0% | $4,751-67.8% |
| Participant deferral / active EE | $2,535 | $5,454-53.5% | $4,878-48.0% | $6,710-62.2% |
| Admin fee / account holder | $587 | $7,877-92.5% | $6,730-91.3% | $11,403-94.9% |