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 | $31,426 | $109,413-71.3% | $156,263-79.9% | $84,808-62.9% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 26.49% | 20.18%+6.3pp | 59.47%-33.0pp | 40.90%-14.4pp |
| Employer contribution / active EE | $4,445 | $2,907+52.9% | $4,333+2.6% | $2,631+69.0% |
| Participant deferral / active EE | $7,886 | $4,590+71.8% | $6,158+28.1% | $4,212+87.2% |
| Admin fee / account holder | $2,173 | $9,357-76.8% | $14,255-84.8% | $7,344-70.4% |