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 4-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 | $14,154 | $79,944-82.3% | $98,439-85.6% | $75,163-81.2% |
| Participation rate | 82.8% | 70.4%+12.4pp | 75.2%+7.6pp | 67.2%+15.6pp |
| Annual return | 26.69% | 19.75%+6.9pp | 21.16%+5.5pp | 160.62%-133.9pp |
| Employer contribution / active EE | $2,327 | $2,264+2.8% | $3,048-23.6% | $2,670-12.8% |
| Participant deferral / active EE | $4,787 | $3,752+27.6% | $4,738+1.0% | $4,125+16.0% |
| Admin fee / account holder | $802 | $6,840-88.3% | $8,948-91.0% | $5,651-85.8% |