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 5-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 | $20,108 | $185,822-89.2% | $169,993-88.2% | $139,434-85.6% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 26.91% | 60.50%-33.6pp | 53.37%-26.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,507 | $7,590-67.0% | $6,785-63.1% | $4,751-47.2% |
| Participant deferral / active EE | $6,423 | $11,622-44.7% | $10,408-38.3% | $6,710-4.3% |
| Admin fee / account holder | $641 | $15,381-95.8% | $12,815-95.0% | $11,403-94.4% |