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 | $12,695 | $183,519-93.1% | $155,509-91.8% | $145,922-91.3% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.8pp | 80.3%+6.7pp |
| Annual return | 10.03% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,971 | $5,313-62.9% | $4,672-57.8% | $4,660-57.7% |
| Participant deferral / active EE | $2,748 | $6,462-57.5% | $5,626-51.2% | $6,688-58.9% |
| Admin fee / account holder | $325 | $19,313-98.3% | $15,912-98.0% | $13,397-97.6% |