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 | $8,772 | $159,901-94.5% | $146,958-94.0% | $145,922-94.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 18.29% | 98.13%-79.8pp | 418.34%-400.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,158 | $5,286-59.2% | $4,933-56.3% | $4,660-53.7% |
| Participant deferral / active EE | $2,924 | $8,428-65.3% | $8,070-63.8% | $6,688-56.3% |
| Admin fee / account holder | $1,414 | $15,044-90.6% | $12,998-89.1% | $13,397-89.4% |