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 | $6,050 | $77,314-92.2% | $177,989-96.6% | $80,856-92.5% |
| Participation rate | 83.1% | 65.7%+17.4pp | 77.1%+6.0pp | 67.6%+15.5pp |
| Annual return | 31.01% | 18.09%+12.9pp | 294.48%-263.5pp | 35.59%-4.6pp |
| Employer contribution / active EE | $1,856 | $2,292-19.0% | $3,949-53.0% | $2,755-32.6% |
| Participant deferral / active EE | $2,427 | $4,411-45.0% | $6,276-61.3% | $4,296-43.5% |
| Admin fee / account holder | $2,494 | $7,191-65.3% | $10,363-75.9% | $6,918-64.0% |