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 | $10,285 | $148,534-93.1% | $135,903-92.4% | $139,434-92.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 27.97% | 79.19%-51.2pp | 68.23%-40.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,062 | $5,243-60.7% | $4,856-57.5% | $4,751-56.6% |
| Participant deferral / active EE | $4,464 | $8,100-44.9% | $7,758-42.5% | $6,710-33.5% |
| Admin fee / account holder | $735 | $12,400-94.1% | $10,762-93.2% | $11,403-93.6% |