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 4-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 | $19,078 | $123,793-84.6% | $177,821-89.3% | $79,858-76.1% |
| Participation rate | 94.2% | 84.7%+9.6pp | 87.7%+6.5pp | 69.6%+24.6pp |
| Annual return | 36.66% | 22.82%+13.8pp | 48.32%-11.7pp | 31.71%+4.9pp |
| Employer contribution / active EE | $4,789 | $4,095+16.9% | $5,918-19.1% | $2,471+93.8% |
| Participant deferral / active EE | $5,269 | $5,956-11.5% | $7,714-31.7% | $3,740+40.9% |
| Admin fee / account holder | $1,742 | $7,243-75.9% | $12,427-86.0% | $5,306-67.2% |