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 | $20,332 | $178,174-88.6% | $156,181-87.0% | $137,256-85.2% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.8%+16.4pp | 80.0%+15.3pp |
| Annual return | 14.41% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,309 | $4,972-53.6% | $4,294-46.2% | $4,156-44.4% |
| Participant deferral / active EE | $3,774 | $6,888-45.2% | $6,132-38.5% | $6,407-41.1% |
| Admin fee / account holder | $742 | $17,404-95.7% | $14,586-94.9% | $12,270-94.0% |