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 | $6,835 | $77,899-91.2% | $149,673-95.4% | $75,163-90.9% |
| Participation rate | 93.5% | 65.6%+27.9pp | 78.8%+14.7pp | 67.2%+26.3pp |
| Annual return | 142.87% | 31.72%+111.2pp | 134.42%+8.5pp | 160.62%-17.7pp |
| Employer contribution / active EE | $1,000 | $3,137-68.1% | $4,818-79.3% | $2,670-62.6% |
| Participant deferral / active EE | $1,432 | $3,411-58.0% | $5,680-74.8% | $4,125-65.3% |
| Admin fee / account holder | $1,624 | $5,956-72.7% | $13,210-87.7% | $5,651-71.3% |