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 | $26,125 | $95,803-72.7% | $113,168-76.9% | $84,808-69.2% |
| Participation rate | 82.1% | 72.9%+9.3pp | 76.6%+5.6pp | 68.3%+13.8pp |
| Annual return | 64.23% | 25.00%+39.2pp | 24.27%+40.0pp | 40.90%+23.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,357 | $4,242+120.6% | $5,107+83.2% | $4,212+122.2% |
| Admin fee / account holder | $1,407 | $8,989-84.3% | $12,068-88.3% | $7,344-80.8% |