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 | $9,409 | $177,572-94.7% | $154,803-93.9% | $142,382-93.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 25.50% | 65.07%-39.6pp | 58.88%-33.4pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,865 | $4,810-61.2% | $4,305-56.7% | $4,299-56.6% |
| Participant deferral / active EE | $1,824 | $6,272-70.9% | $5,540-67.1% | $6,507-72.0% |
| Admin fee / account holder | $3,496 | $16,786-79.2% | $14,329-75.6% | $12,624-72.3% |