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 3-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 | $18,865 | $127,065-85.2% | $113,168-83.3% | $142,382-86.8% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 20.99% | 24.03%-3.0pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,619 | $3,442-53.0% | $2,975-45.6% | $4,299-62.3% |
| Participant deferral / active EE | $4,552 | $5,716-20.4% | $5,107-10.9% | $6,507-30.1% |
| Admin fee / account holder | $744 | $15,736-95.3% | $12,068-93.8% | $12,624-94.1% |