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 | $14,856 | $87,013-82.9% | $106,213-86.0% | $80,856-81.6% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 43.73% | 17.05%+26.7pp | 116.14%-72.4pp | 35.59%+8.1pp |
| Employer contribution / active EE | $3,720 | $2,395+55.3% | $3,171+17.3% | $2,755+35.0% |
| Participant deferral / active EE | $5,247 | $3,986+31.6% | $5,016+4.6% | $4,296+22.1% |
| Admin fee / account holder | $449 | $8,431-94.7% | $11,033-95.9% | $6,918-93.5% |