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 7-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 | $19,089 | $78,826-75.8% | $91,001-79.0% | - |
| Participation rate | 98.0% | 75.7%+22.2pp | 75.6%+22.4pp | - |
| Annual return | 18.79% | 13.42%+5.4pp | 4.60%+14.2pp | - |
| Employer contribution / active EE | $2,726 | $2,032+34.2% | $2,456+11.0% | - |
| Participant deferral / active EE | $1,905 | $3,427-44.4% | $3,547-46.3% | - |
| Admin fee / account holder | $1,222 | $1,277-4.3% | $5,417-77.4% | - |