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 7-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 | $16,982 | $110,257-84.6% | $96,544-82.4% | $139,434-87.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 25.49% | 26.32%-0.8pp | 25.84%-0.4pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,789 | $3,620+4.7% | $2,965+27.8% | $4,751-20.2% |
| Participant deferral / active EE | $8,932 | $5,548+61.0% | $4,851+84.1% | $6,710+33.1% |
| Admin fee / account holder | $3,948 | $11,591-65.9% | $8,252-52.2% | $11,403-65.4% |