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 | $10,900 | $148,534-92.7% | $135,903-92.0% | $139,434-92.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 24.97% | 79.19%-54.2pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $2,430 | $5,243-53.7% | $4,856-50.0% | $4,751-48.9% |
| Participant deferral / active EE | $3,108 | $8,100-61.6% | $7,758-59.9% | $6,710-53.7% |
| Admin fee / account holder | $355 | $12,400-97.1% | $10,762-96.7% | $11,403-96.9% |