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 | $8,007 | $177,572-95.5% | $154,803-94.8% | $142,382-94.4% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 26.22% | 65.07%-38.9pp | 58.88%-32.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,306 | $4,810-72.8% | $4,305-69.7% | $4,299-69.6% |
| Participant deferral / active EE | $2,458 | $6,272-60.8% | $5,540-55.6% | $6,507-62.2% |
| Admin fee / account holder | $436 | $16,786-97.4% | $14,329-97.0% | $12,624-96.5% |