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 | $13,708 | $165,584-91.7% | $142,942-90.4% | $137,256-90.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 76.8%+3.2pp | 80.0%0pp |
| Annual return | 19.66% | 164.22%-144.6pp | 113.70%-94.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,941 | $4,725-37.8% | $4,139-29.0% | $4,156-29.2% |
| Participant deferral / active EE | $4,605 | $8,194-43.8% | $7,128-35.4% | $6,407-28.1% |
| Admin fee / account holder | $2,994 | $16,167-81.5% | $12,475-76.0% | $12,270-75.6% |