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 | $12,257 | $159,602-92.3% | $150,045-91.8% | $142,382-91.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 21.57% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,415 | $4,961-71.5% | $4,693-69.8% | $4,299-67.1% |
| Participant deferral / active EE | $3,732 | $8,310-55.1% | $7,997-53.3% | $6,507-42.6% |
| Admin fee / account holder | $1,117 | $14,846-92.5% | $13,435-91.7% | $12,624-91.2% |