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 | $90,674-83.0% | $96,707-84.1% | $82,448-81.3% |
| Participation rate | 96.6% | 75.9%+20.6pp | 80.4%+16.2pp | 68.1%+28.5pp |
| Annual return | 20.51% | 49.05%-28.5pp | 34.78%-14.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,334 | $3,975-41.3% | $4,191-44.3% | $2,551-8.5% |
| Participant deferral / active EE | $3,826 | $5,696-32.8% | $5,997-36.2% | $4,139-7.6% |
| Admin fee / account holder | $1,263 | $7,568-83.3% | $7,503-83.2% | $7,234-82.5% |