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 9-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 | $18,466 | $72,277-74.5% | $101,248-81.8% | $79,858-76.9% |
| Participation rate | 89.7% | 68.5%+21.3pp | 75.8%+13.9pp | 69.6%+20.1pp |
| Annual return | 32.61% | 22.30%+10.3pp | 46.47%-13.9pp | 31.71%+0.9pp |
| Employer contribution / active EE | $5,072 | $2,692+88.4% | $3,660+38.6% | $2,471+105.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $744 | $4,400-83.1% | $5,945-87.5% | $5,306-86.0% |