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 | $16,948 | $154,117-89.0% | $129,995-87.0% | $139,434-87.8% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 30.79% | 32.48%-1.7pp | -137.18%+168.0pp | 372.94%-342.1pp |
| Employer contribution / active EE | $2,991 | $5,289-43.4% | $4,320-30.7% | $4,751-37.0% |
| Participant deferral / active EE | $6,373 | $6,710-5.0% | $5,820+9.5% | $6,710-5.0% |
| Admin fee / account holder | $2,108 | $14,007-85.0% | $10,614-80.1% | $11,403-81.5% |