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 3-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 | $13,257 | $89,753-85.2% | $107,525-87.7% | $84,808-84.4% |
| Participation rate | 92.6% | 68.1%+24.5pp | 75.1%+17.5pp | 68.3%+24.3pp |
| Annual return | 26.62% | 29.48%-2.9pp | 181.32%-154.7pp | 40.90%-14.3pp |
| Employer contribution / active EE | $3,889 | $3,113+24.9% | $3,754+3.6% | $2,631+47.8% |
| Participant deferral / active EE | $3,524 | $4,056-13.1% | $5,116-31.1% | $4,212-16.3% |
| Admin fee / account holder | $1,678 | $7,222-76.8% | $8,919-81.2% | $7,344-77.1% |