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 6-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 | $17,795 | $176,812-89.9% | $146,665-87.9% | $167,490-89.4% |
| Participation rate | 92.3% | 83.6%+8.7pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 10.24% | 24.03%-13.8pp | 22.74%-12.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $4,805 | $5,160-6.9% | $4,136+16.2% | $4,837-0.7% |
| Participant deferral / active EE | $5,913 | $6,440-8.2% | $5,506+7.4% | $6,341-6.8% |
| Admin fee / account holder | $558 | $13,259-95.8% | $10,280-94.6% | $12,309-95.5% |