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 7-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 | $27,929 | $197,591-85.9% | $177,821-84.3% | $158,922-82.4% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.7%-8.6pp | 82.0%-2.8pp |
| Annual return | 26.52% | 58.76%-32.2pp | 48.32%-21.8pp | 302.83%-276.3pp |
| Employer contribution / active EE | $2,745 | $6,697-59.0% | $5,918-53.6% | $4,761-42.3% |
| Participant deferral / active EE | $3,709 | $8,405-55.9% | $7,714-51.9% | $5,982-38.0% |
| Admin fee / account holder | $511 | $15,399-96.7% | $12,427-95.9% | $11,246-95.5% |