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 | $31,915 | $138,347-76.9% | $184,203-82.7% | $80,856-60.5% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.7pp | 67.6%+24.8pp |
| Annual return | 83.22% | 20.02%+63.2pp | 28.81%+54.4pp | 35.59%+47.6pp |
| Employer contribution / active EE | $2,463 | $4,850-49.2% | $6,427-61.7% | $2,755-10.6% |
| Participant deferral / active EE | $6,377 | $7,071-9.8% | $9,131-30.2% | $4,296+48.5% |
| Admin fee / account holder | $4,513 | $10,483-57.0% | $13,901-67.5% | $6,918-34.8% |