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 10-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 | $26,227 | $152,587-82.8% | $125,175-79.0% | $152,861-82.8% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 19.11% | 54.84%-35.7pp | 43.79%-24.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $4,671 | $4,946-5.6% | $3,865+20.8% | $4,762-1.9% |
| Participant deferral / active EE | $5,759 | $5,868-1.9% | $4,937+16.7% | $5,850-1.6% |
| Admin fee / account holder | $480 | $13,434-96.4% | $9,702-95.1% | $11,596-95.9% |