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 | $13,740 | $154,228-91.1% | $145,433-90.6% | $137,256-90.0% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 24.63% | 74.59%-50.0pp | 66.58%-41.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,652 | $4,804-65.6% | $4,554-63.7% | $4,156-60.2% |
| Participant deferral / active EE | $2,622 | $8,216-68.1% | $7,897-66.8% | $6,407-59.1% |
| Admin fee / account holder | $469 | $14,344-96.7% | $13,129-96.4% | $12,270-96.2% |