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 | $12,896 | $154,228-91.6% | $145,433-91.1% | $137,256-90.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 26.52% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,474 | $4,804-48.5% | $4,554-45.7% | $4,156-40.5% |
| Participant deferral / active EE | $8,273 | $8,216+0.7% | $7,897+4.8% | $6,407+29.1% |
| Admin fee / account holder | $948 | $14,344-93.4% | $13,129-92.8% | $12,270-92.3% |