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 | $15,384 | $93,170-83.5% | $100,534-84.7% | $84,808-81.9% |
| Participation rate | 96.6% | 75.8%+20.7pp | 80.6%+15.9pp | 68.3%+28.2pp |
| Annual return | 20.51% | 47.13%-26.6pp | 32.66%-12.2pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,334 | $3,985-41.4% | $4,346-46.3% | $2,631-11.3% |
| Participant deferral / active EE | $3,826 | $5,699-32.9% | $6,144-37.7% | $4,212-9.2% |
| Admin fee / account holder | $1,263 | $7,382-82.9% | $7,654-83.5% | $7,344-82.8% |