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 | $15,631 | $228,332-93.2% | $185,823-91.6% | $158,922-90.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 24.13% | 40.80%-16.7pp | 35.95%-11.8pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,464 | $4,967-50.4% | $4,087-39.7% | $4,761-48.3% |
| Participant deferral / active EE | $3,314 | $6,415-48.3% | $5,632-41.2% | $5,982-44.6% |
| Admin fee / account holder | $1,104 | $11,864-90.7% | $9,500-88.4% | $11,246-90.2% |