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 | $15,582 | $94,625-83.5% | $116,228-86.6% | $84,808-81.6% |
| Participation rate | 96.5% | 70.4%+26.0pp | 74.6%+21.9pp | 68.3%+28.2pp |
| Annual return | 98.39% | 20.40%+78.0pp | 90.06%+8.3pp | 40.90%+57.5pp |
| Employer contribution / active EE | $2,280 | $2,347-2.8% | $2,994-23.8% | $2,631-13.3% |
| Participant deferral / active EE | $4,823 | $3,972+21.4% | $4,953-2.6% | $4,212+14.5% |
| Admin fee / account holder | $481 | $10,091-95.2% | $11,989-96.0% | $7,344-93.5% |