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 | $11,868 | $177,572-93.3% | $154,803-92.3% | $142,382-91.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 45.79% | 65.07%-19.3pp | 58.88%-13.1pp | 217.08%-171.3pp |
| Employer contribution / active EE | $1,231 | $4,810-74.4% | $4,305-71.4% | $4,299-71.4% |
| Participant deferral / active EE | $3,042 | $6,272-51.5% | $5,540-45.1% | $6,507-53.3% |
| Admin fee / account holder | $4,111 | $16,786-75.5% | $14,329-71.3% | $12,624-67.4% |