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 8-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 | $18,443 | $165,335-88.8% | $149,696-87.7% | $158,922-88.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 16.92% | 348.15%-331.2pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,485 | $5,103-70.9% | $4,644-68.0% | $4,761-68.8% |
| Participant deferral / active EE | $2,743 | $7,181-61.8% | $6,842-59.9% | $5,982-54.1% |
| Admin fee / account holder | $643 | $10,807-94.0% | $9,309-93.1% | $11,246-94.3% |