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 | $27,313 | $123,793-77.9% | $177,821-84.6% | $79,858-65.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 53.21% | 22.82%+30.4pp | 48.32%+4.9pp | 31.71%+21.5pp |
| Employer contribution / active EE | $7,890 | $4,095+92.7% | $5,918+33.3% | $2,471+219.3% |
| Participant deferral / active EE | $14,746 | $5,956+147.6% | $7,714+91.2% | $3,740+294.3% |
| Admin fee / account holder | $1,133 | $7,243-84.4% | $12,427-90.9% | $5,306-78.6% |