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 | $20,769 | $93,571-77.8% | $135,903-84.7% | $75,163-72.4% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 44.49% | 30.90%+13.6pp | 68.23%-23.7pp | 160.62%-116.1pp |
| Employer contribution / active EE | $1,948 | $3,537-44.9% | $4,856-59.9% | $2,670-27.0% |
| Participant deferral / active EE | $4,047 | $6,404-36.8% | $7,758-47.8% | $4,125-1.9% |
| Admin fee / account holder | $455 | $6,975-93.5% | $10,762-95.8% | $5,651-91.9% |