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 8-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 | $23,102 | $80,968-71.5% | $96,544-76.1% | $75,163-69.3% |
| Participation rate | 83.1% | 71.8%+11.3pp | 76.0%+7.1pp | 67.2%+15.9pp |
| Annual return | 17.24% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,423 | $2,282+6.2% | $2,965-18.3% | $2,670-9.2% |
| Participant deferral / active EE | $4,750 | $3,928+20.9% | $4,851-2.1% | $4,125+15.1% |
| Admin fee / account holder | $3,097 | $6,724-53.9% | $8,252-62.5% | $5,651-45.2% |