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 | $9,854 | $202,432-95.1% | $169,368-94.2% | $139,434-92.9% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.87% | 531.74%-517.9pp | 405.60%-391.7pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,139 | $4,692-75.7% | $4,013-71.6% | $4,751-76.0% |
| Participant deferral / active EE | $4,503 | $6,938-35.1% | $6,221-27.6% | $6,710-32.9% |
| Admin fee / account holder | $3,479 | $10,708-67.5% | $9,003-61.4% | $11,403-69.5% |