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 6-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 | $11,404 | $65,041-82.5% | $90,951-87.5% | $79,858-85.7% |
| Participation rate | 91.3% | 61.6%+29.7pp | 69.0%+22.3pp | 69.6%+21.7pp |
| Annual return | 25.85% | 30.45%-4.6pp | 134.60%-108.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $3,017 | $1,247+141.9% | $2,122+42.2% | $2,471+22.1% |
| Participant deferral / active EE | $3,983 | $2,512+58.6% | $3,373+18.1% | $3,740+6.5% |
| Admin fee / account holder | $384 | $4,536-91.5% | $5,959-93.6% | $5,306-92.8% |