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 6-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 | $15,193 | $72,277-79.0% | $101,248-85.0% | $79,858-81.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.97% | 22.30%-11.3pp | 46.47%-35.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $4,614 | $2,692+71.4% | $3,660+26.1% | $2,471+86.8% |
| Participant deferral / active EE | $2,519 | $3,282-23.2% | $4,370-42.4% | $3,740-32.7% |
| Admin fee / account holder | $8,713 | $4,400+98.0% | $5,945+46.5% | $5,306+64.2% |