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 3-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 | $12,829 | $77,314-83.4% | $177,989-92.8% | $80,856-84.1% |
| Participation rate | 87.3% | 65.7%+21.6pp | 77.1%+10.2pp | 67.6%+19.7pp |
| Annual return | 26.00% | 18.09%+7.9pp | 294.48%-268.5pp | 35.59%-9.6pp |
| Employer contribution / active EE | $3,188 | $2,292+39.1% | $3,949-19.3% | $2,755+15.7% |
| Participant deferral / active EE | $4,848 | $4,411+9.9% | $6,276-22.8% | $4,296+12.9% |
| Admin fee / account holder | $829 | $7,191-88.5% | $10,363-92.0% | $6,918-88.0% |