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 5-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 | $19,221 | $93,571-79.5% | $135,903-85.9% | $75,163-74.4% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 199.77% | 30.90%+168.9pp | 68.23%+131.5pp | 160.62%+39.2pp |
| Employer contribution / active EE | $3,267 | $3,537-7.6% | $4,856-32.7% | $2,670+22.4% |
| Participant deferral / active EE | $5,374 | $6,404-16.1% | $7,758-30.7% | $4,125+30.3% |
| Admin fee / account holder | $1,570 | $6,975-77.5% | $10,762-85.4% | $5,651-72.2% |