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 | $22,743 | $176,811-87.1% | $147,005-84.5% | - |
| Participation rate | 87.9% | 76.9%+11.0pp | 82.2%+5.7pp | - |
| Annual return | 27.31% | 11.59%+15.7pp | 418.76%-391.5pp | - |
| Employer contribution / active EE | $4,132 | $3,294+25.5% | $4,934-16.3% | - |
| Participant deferral / active EE | $7,374 | $6,900+6.9% | $8,070-8.6% | - |
| Admin fee / account holder | $1,722 | $27,451-93.7% | $13,006-86.8% | - |